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 | $10,750 | $57,312-81.2% | $86,617-87.6% | $75,181-85.7% |
| Participation rate | 88.2% | 63.2%+25.0pp | 71.7%+16.5pp | 67.2%+21.0pp |
| Annual return | 113.55% | 2672.78%-2559.2pp | 591.91%-478.4pp | 160.69%-47.1pp |
| Employer contribution / active EE | $611 | $2,315-73.6% | $3,023-79.8% | $2,671-77.1% |
| Participant deferral / active EE | $96 | $3,319-97.1% | $4,437-97.8% | $4,126-97.7% |
| Admin fee / account holder | $9,615 | $4,114+133.7% | $5,613+71.3% | $5,650+70.2% |