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 | $47,931 | $150,445-68.1% | $136,297-64.8% | $147,585-67.5% |
| Participation rate | 70.6% | 84.4%-13.8pp | 81.9%-11.3pp | 82.8%-12.2pp |
| Annual return | 11.02% | 1049.14%-1038.1pp | 5156.16%-5145.1pp | 578.57%-567.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,083 | $6,631-68.6% | $6,247-66.7% | $5,439-61.7% |
| Admin fee / account holder | $3,138 | $10,906-71.2% | $9,244-66.1% | $10,885-71.2% |