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 | $52,116 | $100,938-48.4% | $90,461-42.4% | $158,982-67.2% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.7%+11.9pp | 82.0%+2.6pp |
| Annual return | 9.42% | 1727.20%-1717.8pp | 1294.76%-1285.3pp | 302.99%-293.6pp |
| Employer contribution / active EE | $2,909 | $3,691-21.2% | $3,264-10.9% | $4,763-38.9% |
| Participant deferral / active EE | $226 | $4,350-94.8% | $3,964-94.3% | $5,983-96.2% |
| Admin fee / account holder | $491 | $6,510-92.5% | $5,617-91.3% | $11,252-95.6% |