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 | $25,697 | $88,754-71.0% | $81,820-68.6% | $145,877-82.4% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 9.57% | 1031.77%-1022.2pp | 777.93%-768.4pp | 551.28%-541.7pp |
| Employer contribution / active EE | $2,565 | $3,085-16.9% | $2,915-12.0% | $4,663-45.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $8,677 | $8,424+3.0% | $7,391+17.4% | $13,402-35.3% |