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 | $19,190 | $88,778-78.4% | $81,844-76.6% | $145,884-86.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.13% | 1033.03%-1018.9pp | 778.87%-764.7pp | 551.85%-537.7pp |
| Employer contribution / active EE | $2,481 | $3,087-19.6% | $2,916-14.9% | $4,662-46.8% |
| Participant deferral / active EE | $621 | $4,648-86.6% | $4,323-85.6% | $6,690-90.7% |
| Admin fee / account holder | $587 | $8,430-93.0% | $7,355-92.0% | $13,392-95.6% |