Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,718 | $106,008-52.2% | $92,240-45.0% | $147,586-65.6% |
| Participation rate | 90.5% | 80.4%+10.1pp | 76.5%+14.0pp | 82.8%+7.6pp |
| Annual return | 18.56% | 50.05%-31.5pp | 176.29%-157.7pp | 578.59%-560.0pp |
| Employer contribution / active EE | $3,146 | $4,333-27.4% | $3,680-14.5% | $4,876-35.5% |
| Participant deferral / active EE | $797 | $4,478-82.2% | $3,897-79.6% | $5,439-85.4% |
| Admin fee / account holder | $768 | $6,333-87.9% | $5,194-85.2% | $10,886-92.9% |