Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $47,237 | $144,130-67.2% | $117,861-59.9% | $147,586-68.0% |
| Participation rate | 90.9% | 83.4%+7.5pp | 79.7%+11.2pp | 82.8%+8.1pp |
| Annual return | 12.06% | 531.20%-519.1pp | 335.11%-323.0pp | 578.59%-566.5pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,064 | $5,316-80.0% | $4,482-76.3% | $5,439-80.4% |
| Admin fee / account holder | $1,764 | $10,887-83.8% | $8,021-78.0% | $10,886-83.8% |