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 | $28,305 | $112,131-74.8% | $95,964-70.5% | $158,982-82.2% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 9.56% | 171.19%-161.6pp | 91.64%-82.1pp | 302.99%-293.4pp |
| Employer contribution / active EE | $900 | $3,199-71.9% | $2,541-64.6% | $4,763-81.1% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,850 | $10,136-71.9% | $6,797-58.1% | $11,252-74.7% |