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 | $32,829 | $105,160-68.8% | $94,679-65.3% | $139,456-76.5% |
| Participation rate | 90.0% | 82.4%+7.6pp | 80.8%+9.2pp | 80.3%+9.7pp |
| Annual return | 14.56% | 38.04%-23.5pp | 156.75%-142.2pp | 373.45%-358.9pp |
| Employer contribution / active EE | $1,666 | $4,107-59.4% | $3,673-54.6% | $4,753-64.9% |
| Participant deferral / active EE | $2,017 | $7,599-73.5% | $7,417-72.8% | $6,711-69.9% |
| Admin fee / account holder | $8,039 | $8,988-10.6% | $7,233+11.1% | $11,407-29.5% |