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 | $67,417 | $102,663-34.3% | $86,216-21.8% | $139,466-51.7% |
| Participation rate | 94.4% | 74.5%+19.9pp | 69.0%+25.5pp | 80.3%+14.1pp |
| Annual return | 16.31% | 1924.52%-1908.2pp | 1169.42%-1153.1pp | 373.66%-357.4pp |
| Employer contribution / active EE | $11,111 | $3,035+266.1% | $2,382+366.6% | $4,754+133.7% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $11,271 | $8,663+30.1% | $6,853+64.5% | $11,409-1.2% |