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 | $51,011 | $160,040-68.1% | $147,096-65.3% | $145,877-65.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.00% | 98.49%-88.5pp | 419.75%-409.7pp | 551.28%-541.3pp |
| Employer contribution / active EE | $1,654 | $5,289-68.7% | $4,936-66.5% | $4,663-64.5% |
| Participant deferral / active EE | $1,863 | $8,429-77.9% | $8,071-76.9% | $6,691-72.2% |
| Admin fee / account holder | $6,207 | $15,050-58.8% | $13,005-52.3% | $13,402-53.7% |