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 | $49,714 | $102,382-51.4% | $147,005-66.2% | $80,874-38.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.82% | 134.89%-120.1pp | 418.76%-403.9pp | 35.62%-20.8pp |
| Employer contribution / active EE | $2,991 | $3,715-19.5% | $4,934-39.4% | $2,756+8.5% |
| Participant deferral / active EE | $2,150 | $6,646-67.7% | $8,070-73.4% | $4,297-50.0% |
| Admin fee / account holder | $1,766 | $7,942-77.8% | $13,006-86.4% | $6,935-74.5% |