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 | $43,422 | $160,070-72.9% | $147,117-70.5% | $145,897-70.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.34% | 98.69%-72.3pp | 420.54%-394.2pp | 552.29%-526.0pp |
| Employer contribution / active EE | $2,973 | $5,285-43.7% | $4,932-39.7% | $4,663-36.2% |
| Participant deferral / active EE | $616 | $8,419-92.7% | $8,065-92.4% | $6,689-90.8% |
| Admin fee / account holder | $567 | $15,035-96.2% | $12,993-95.6% | $13,390-95.8% |