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 | $62,156 | $114,047-45.5% | $96,144-35.4% | $167,497-62.9% |
| Participation rate | 70.6% | 75.1%-4.5pp | 68.4%+2.1pp | 82.1%-11.5pp |
| Annual return | 36.78% | 189.89%-153.1pp | 191.96%-155.2pp | 478.62%-441.8pp |
| Employer contribution / active EE | $483 | $3,427-85.9% | $2,797-82.7% | $4,838-90.0% |
| Participant deferral / active EE | $637 | $5,194-87.7% | $4,349-85.3% | $6,341-89.9% |
| Admin fee / account holder | $4,940 | $6,897-28.4% | $5,537-10.8% | $12,310-59.9% |