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 | $21,010 | $88,702-76.3% | $81,780-74.3% | $145,978-85.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.04% | 1029.12%-1014.1pp | 776.27%-761.2pp | 550.52%-535.5pp |
| Employer contribution / active EE | $4,007 | $3,084+29.9% | $2,914+37.5% | $4,662-14.0% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $17,531 | $8,414+108.3% | $7,384+137.4% | $13,400+30.8% |