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 | $7,521 | $102,595-92.7% | $94,057-92.0% | $154,746-95.1% |
| Participation rate | 88.2% | 76.0%+12.2pp | 73.3%+14.9pp | 80.7%+7.5pp |
| Annual return | 13.56% | 583.42%-569.9pp | 480.62%-467.1pp | 172.34%-158.8pp |
| Employer contribution / active EE | $849 | $3,147-73.0% | $2,933-71.1% | $4,379-80.6% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $605 | $7,736-92.2% | $7,244-91.6% | $14,365-95.8% |