Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $30,643 | $160,028-80.9% | $147,080-79.2% | $145,884-79.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.88% | 98.60%-87.7pp | 420.17%-409.3pp | 551.85%-541.0pp |
| Employer contribution / active EE | $1,731 | $5,286-67.3% | $4,933-64.9% | $4,662-62.9% |
| Participant deferral / active EE | $2,121 | $8,422-74.8% | $8,066-73.7% | $6,690-68.3% |
| Admin fee / account holder | $2,533 | $15,030-83.1% | $12,989-80.5% | $13,392-81.1% |