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 | $74,505 | $150,446-50.5% | $136,297-45.3% | $147,585-49.5% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 15.61% | 1049.14%-1033.5pp | 5156.19%-5140.6pp | 578.58%-563.0pp |
| Employer contribution / active EE | $1,122 | $5,256-78.7% | $4,696-76.1% | $4,876-77.0% |
| Participant deferral / active EE | $1,700 | $6,631-74.4% | $6,247-72.8% | $5,439-68.7% |
| Admin fee / account holder | $359 | $10,906-96.7% | $9,244-96.1% | $10,886-96.7% |