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 | $49,973 | $100,060-50.1% | $149,721-66.6% | $70,126-28.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.82% | 27.46%-11.6pp | 1501.67%-1485.9pp | 73.15%-57.3pp |
| Employer contribution / active EE | $3,500 | $3,661-4.4% | $5,444-35.7% | $2,343+49.4% |
| Participant deferral / active EE | $1,933 | $4,982-61.2% | $6,568-70.6% | $3,332-42.0% |
| Admin fee / account holder | $726 | $8,285-91.2% | $11,282-93.6% | $4,645-84.4% |