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 | $42,003 | $135,645-69.0% | $110,243-61.9% | $135,380-69.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.14% | 513.24%-514.4pp | 314.76%-315.9pp | 519.81%-520.9pp |
| Employer contribution / active EE | $3,636 | $4,907-25.9% | $3,827-5.0% | $4,779-23.9% |
| Participant deferral / active EE | $591 | $5,507-89.3% | $4,672-87.4% | $5,609-89.5% |
| Admin fee / account holder | $459 | $11,458-96.0% | $8,548-94.6% | $10,828-95.8% |