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 | $50,583 | $88,815-43.0% | $81,882-38.2% | $145,897-65.3% |
| Participation rate | 84.6% | 75.1%+9.5pp | 72.4%+12.2pp | 80.3%+4.3pp |
| Annual return | 11.83% | 1033.75%-1021.9pp | 779.47%-767.6pp | 552.29%-540.5pp |
| Employer contribution / active EE | $764 | $3,086-75.2% | $2,916-73.8% | $4,663-83.6% |
| Participant deferral / active EE | $375 | $4,647-91.9% | $4,323-91.3% | $6,689-94.4% |
| Admin fee / account holder | $3,006 | $8,434-64.4% | $7,360-59.2% | $13,390-77.6% |