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 | $57,548 | $160,059-64.0% | $140,019-58.9% | $135,379-57.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 2.69% | 911.44%-908.8pp | 651.15%-648.5pp | 519.79%-517.1pp |
| Employer contribution / active EE | $3,790 | $6,420-41.0% | $5,605-32.4% | $4,779-20.7% |
| Participant deferral / active EE | $2,527 | $7,641-66.9% | $6,927-63.5% | $5,609-54.9% |
| Admin fee / account holder | $30,000 | $13,328+125.1% | $10,705+180.2% | $10,828+177.1% |