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 | $17,854 | $72,446-75.4% | $67,561-73.6% | $145,877-87.8% |
| Participation rate | 90.9% | 76.9%+14.0pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 17.68% | 7211.98%-7194.3pp | 3525.44%-3507.8pp | 551.28%-533.6pp |
| Employer contribution / active EE | $809 | $3,072-73.7% | $2,735-70.4% | $4,663-82.7% |
| Participant deferral / active EE | $500 | $4,785-89.5% | $4,003-87.5% | $6,691-92.5% |
| Admin fee / account holder | $2,074 | $5,541-62.6% | $4,006-48.2% | $13,402-84.5% |