Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $51,513 | $111,878-54.0% | $93,727-45.0% | $145,897-64.7% |
| Participation rate | 78.6% | 74.2%+4.4pp | 68.7%+9.9pp | 80.3%-1.7pp |
| Annual return | 14.77% | 204.28%-189.5pp | 133.83%-119.1pp | 552.29%-537.5pp |
| Employer contribution / active EE | $984 | $3,092-68.2% | $2,421-59.4% | $4,663-78.9% |
| Participant deferral / active EE | $1,129 | $4,920-77.1% | $4,417-74.5% | $6,689-83.1% |
| Admin fee / account holder | $4,114 | $10,256-59.9% | $8,292-50.4% | $13,390-69.3% |