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 | $47,680 | $198,462-76.0% | $170,439-72.0% | $147,585-67.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.77% | 257.30%-246.5pp | 205.94%-195.2pp | 578.58%-567.8pp |
| Employer contribution / active EE | $5,000 | $6,184-19.1% | $5,433-8.0% | $4,876+2.5% |
| Participant deferral / active EE | $183 | $5,629-96.7% | $4,939-96.3% | $5,439-96.6% |
| Admin fee / account holder | $1,402 | $16,852-91.7% | $13,881-89.9% | $10,886-87.1% |