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 | $114,735 | $180,749-36.5% | $160,784-28.6% | $137,256-16.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.76% | 2234.46%-2218.7pp | 1803.92%-1788.2pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,729 | $4,155-58.4% | $3,733-53.7% | $4,156-58.4% |
| Participant deferral / active EE | $1,034 | $6,844-84.9% | $6,293-83.6% | $6,407-83.9% |
| Admin fee / account holder | $5,818 | $10,397-44.0% | $9,717-40.1% | $12,270-52.6% |