Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $51,354 | $73,546-30.2% | $63,018-18.5% | $147,586-65.2% |
| Participation rate | 76.9% | 77.9%-0.9pp | 74.8%+2.1pp | 82.8%-5.9pp |
| Annual return | 12.28% | 175.56%-163.3pp | 87.62%-75.3pp | 578.59%-566.3pp |
| Employer contribution / active EE | $2,481 | $3,324-25.4% | $2,761-10.1% | $4,876-49.1% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,281 | $5,956-78.5% | $3,601-64.4% | $10,886-88.2% |