Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $54,287 | $209,422-74.1% | $178,503-69.6% | $158,982-65.9% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 22.70% | 188.81%-166.1pp | 151.12%-128.4pp | 302.99%-280.3pp |
| Employer contribution / active EE | $2,222 | $5,707-61.1% | $5,011-55.7% | $4,763-53.3% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $882 | $17,079-94.8% | $13,987-93.7% | $11,252-92.2% |