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 | $20,339 | $106,005-80.8% | $92,239-77.9% | $147,585-86.2% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 11.21% | 50.05%-38.8pp | 176.29%-165.1pp | 578.58%-567.4pp |
| Employer contribution / active EE | $5,784 | $4,333+33.5% | $3,680+57.2% | $4,876+18.6% |
| Participant deferral / active EE | $1,003 | $4,478-77.6% | $3,897-74.3% | $5,439-81.6% |
| Admin fee / account holder | $1,858 | $6,333-70.7% | $5,194-64.2% | $10,886-82.9% |