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 | $50,733 | $155,833-67.4% | $124,693-59.3% | $167,536-69.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 11.37% | 17.98%-6.6pp | 5144.19%-5132.8pp | 478.82%-467.4pp |
| Employer contribution / active EE | $2,357 | $4,164-43.4% | $3,324-29.1% | $4,839-51.3% |
| Participant deferral / active EE | $1,316 | $5,675-76.8% | $4,615-71.5% | $6,342-79.3% |
| Admin fee / account holder | $1,448 | $9,534-84.8% | $7,494-80.7% | $12,315-88.2% |