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 | $34,443 | $88,754-61.2% | $81,820-57.9% | $145,877-76.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.15% | 1031.77%-1018.6pp | 777.93%-764.8pp | 551.28%-538.1pp |
| Employer contribution / active EE | $1,608 | $3,085-47.9% | $2,915-44.8% | $4,663-65.5% |
| Participant deferral / active EE | $650 | $4,648-86.0% | $4,323-85.0% | $6,691-90.3% |
| Admin fee / account holder | $671 | $8,424-92.0% | $7,391-90.9% | $13,402-95.0% |