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 | $70,361 | $171,867-59.1% | $149,721-53.0% | $147,586-52.3% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 15.85% | 2113.36%-2097.5pp | 1501.67%-1485.8pp | 578.59%-562.7pp |
| Employer contribution / active EE | $2,525 | $6,275-59.8% | $5,444-53.6% | $4,876-48.2% |
| Participant deferral / active EE | $2,232 | $7,270-69.3% | $6,568-66.0% | $5,439-59.0% |
| Admin fee / account holder | $7,305 | $13,799-47.1% | $11,282-35.3% | $10,886-32.9% |