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 | $30,859 | $58,391-47.2% | $76,667-59.7% | $72,976-57.7% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 20.68% | 2306.65%-2286.0pp | 1166.74%-1146.1pp | 81.02%-60.3pp |
| Employer contribution / active EE | $2,869 | $1,787+60.6% | $2,303+24.6% | $2,440+17.6% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,880 | $4,014+71.4% | $6,423+7.1% | $5,124+34.3% |