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 | $57,109 | $100,895-43.4% | $90,430-36.8% | $158,950-64.1% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 9.80% | 1725.54%-1715.7pp | 1293.73%-1283.9pp | 302.91%-293.1pp |
| Employer contribution / active EE | $1,804 | $3,689-51.1% | $3,262-44.7% | $4,762-62.1% |
| Participant deferral / active EE | $530 | $4,347-87.8% | $3,963-86.6% | $5,983-91.1% |
| Admin fee / account holder | $4,052 | $6,505-37.7% | $5,613-27.8% | $11,248-64.0% |