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 | $52,107 | $105,160-50.5% | $94,679-45.0% | $139,456-62.6% |
| Participation rate | 72.7% | 82.4%-9.6pp | 80.8%-8.1pp | 80.3%-7.6pp |
| Annual return | 13.44% | 38.04%-24.6pp | 156.75%-143.3pp | 373.45%-360.0pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,025 | $7,599-73.3% | $7,417-72.7% | $6,711-69.8% |
| Admin fee / account holder | $2,324 | $8,988-74.1% | $7,233-67.9% | $11,407-79.6% |