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 | $57,313 | $150,435-61.9% | $120,580-52.5% | $145,897-60.7% |
| Participation rate | 77.8% | 78.8%-1.0pp | 72.0%+5.8pp | 80.3%-2.5pp |
| Annual return | 12.98% | 154.60%-141.6pp | 107.48%-94.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $6,136 | $4,352+41.0% | $3,469+76.9% | $4,663+31.6% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9,706 | $12,182-20.3% | $9,418+3.1% | $13,390-27.5% |