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 | $100,760 | $159,978-37.0% | $147,041-31.5% | $145,978-31.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.89% | 98.36%-86.5pp | 419.21%-407.3pp | 550.52%-538.6pp |
| Employer contribution / active EE | $1,803 | $5,288-65.9% | $4,935-63.5% | $4,662-61.3% |
| Participant deferral / active EE | $2,194 | $8,429-74.0% | $8,071-72.8% | $6,690-67.2% |
| Admin fee / account holder | $1,807 | $15,053-88.0% | $13,006-86.1% | $13,400-86.5% |