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 | $45,354 | $115,810-60.8% | $101,271-55.2% | $158,966-71.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.24% | 56.15%-40.9pp | 46.48%-31.2pp | 302.95%-287.7pp |
| Employer contribution / active EE | $3,671 | $4,175-12.1% | $3,660+0.3% | $4,762-22.9% |
| Participant deferral / active EE | $1,052 | $4,958-78.8% | $4,371-75.9% | $5,983-82.4% |
| Admin fee / account holder | $1,065 | $7,248-85.3% | $5,948-82.1% | $11,250-90.5% |