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 | $50,011 | $150,446-66.8% | $136,297-63.3% | $147,585-66.1% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 17.62% | 1049.14%-1031.5pp | 5156.19%-5138.6pp | 578.58%-561.0pp |
| Employer contribution / active EE | $4,123 | $5,256-21.6% | $4,696-12.2% | $4,876-15.4% |
| Participant deferral / active EE | $1,558 | $6,631-76.5% | $6,247-75.1% | $5,439-71.4% |
| Admin fee / account holder | $564 | $10,906-94.8% | $9,244-93.9% | $10,886-94.8% |