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 | $50,695 | $90,530-44.0% | $76,030-33.3% | $145,897-65.3% |
| Participation rate | 81.8% | 74.4%+7.4pp | 69.1%+12.8pp | 80.3%+1.5pp |
| Annual return | 9.07% | 625.08%-616.0pp | 361.54%-352.5pp | 552.29%-543.2pp |
| Employer contribution / active EE | $6,597 | $3,319+98.7% | $2,688+145.5% | $4,663+41.5% |
| Participant deferral / active EE | $644 | $5,164-87.5% | $4,257-84.9% | $6,689-90.4% |
| Admin fee / account holder | $1,292 | $8,383-84.6% | $6,421-79.9% | $13,390-90.4% |