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 | $16,137 | $76,368-78.9% | $67,681-76.2% | $154,746-89.6% |
| Participation rate | 94.4% | 79.0%+15.5pp | 73.7%+20.7pp | 80.7%+13.7pp |
| Annual return | 9.61% | 1066.77%-1057.2pp | 590.58%-581.0pp | 172.34%-162.7pp |
| Employer contribution / active EE | $645 | $3,151-79.5% | $2,678-75.9% | $4,379-85.3% |
| Participant deferral / active EE | $507 | $4,824-89.5% | $3,976-87.2% | $6,730-92.5% |
| Admin fee / account holder | $738 | $8,559-91.4% | $6,100-87.9% | $14,365-94.9% |