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 | $56,296 | $96,643-41.7% | $86,617-35.0% | $139,456-59.6% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 15.43% | 106.57%-91.1pp | 591.91%-576.5pp | 373.45%-358.0pp |
| Employer contribution / active EE | $4,764 | $3,264+45.9% | $3,023+57.6% | $4,753+0.2% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $3,860 | $6,406-39.8% | $5,613-31.2% | $11,407-66.2% |