Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $101,291 | $180,749-44.0% | $160,784-37.0% | $137,256-26.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 11.63% | 2234.46%-2222.8pp | 1803.92%-1792.3pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,453 | $4,155-65.0% | $3,733-61.1% | $4,156-65.0% |
| Participant deferral / active EE | $777 | $6,844-88.6% | $6,293-87.6% | $6,407-87.9% |
| Admin fee / account holder | $1,082 | $10,397-89.6% | $9,717-88.9% | $12,270-91.2% |