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 | $31,148 | $82,630-62.3% | $64,105-51.4% | $125,389-75.2% |
| Participation rate | 94.7% | 75.9%+18.9pp | 68.2%+26.6pp | 83.2%+11.5pp |
| Annual return | 1.18% | 1489.72%-1488.5pp | 791.24%-790.1pp | 282.24%-281.1pp |
| Employer contribution / active EE | $2,295 | $2,671-14.1% | $1,820+26.1% | $4,866-52.8% |
| Participant deferral / active EE | $142 | $3,608-96.1% | $2,822-95.0% | $5,352-97.3% |
| Admin fee / account holder | $1,722 | $6,382-73.0% | $4,499-61.7% | $9,541-82.0% |