Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $50,840 | $88,702-42.7% | $81,780-37.8% | $145,978-65.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.93% | 1029.12%-1016.2pp | 776.27%-763.3pp | 550.52%-537.6pp |
| Employer contribution / active EE | $9,477 | $3,084+207.3% | $2,914+225.2% | $4,662+103.3% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,363 | $8,414-71.9% | $7,384-68.0% | $13,400-82.4% |