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 | $41,632 | $88,815-53.1% | $81,882-49.2% | $145,897-71.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 12.92% | 1033.75%-1020.8pp | 779.47%-766.5pp | 552.29%-539.4pp |
| Employer contribution / active EE | $2,557 | $3,086-17.2% | $2,916-12.3% | $4,663-45.2% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $12,252 | $8,434+45.3% | $7,360+66.5% | $13,390-8.5% |