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 | $53,575 | $72,446-26.0% | $67,561-20.7% | $145,877-63.3% |
| Participation rate | 94.7% | 76.9%+17.9pp | 72.9%+21.8pp | 80.3%+14.4pp |
| Annual return | 10.32% | 7211.98%-7201.7pp | 3525.44%-3515.1pp | 551.28%-541.0pp |
| Employer contribution / active EE | $4,423 | $3,072+44.0% | $2,735+61.7% | $4,663-5.1% |
| Participant deferral / active EE | $95 | $4,785-98.0% | $4,003-97.6% | $6,691-98.6% |
| Admin fee / account holder | $21,956 | $5,541+296.2% | $4,006+448.1% | $13,402+63.8% |