Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $64,369 | $100,262-35.8% | $81,370-20.9% | $145,897-55.9% |
| Participation rate | 95.5% | 74.3%+21.2pp | 69.5%+25.9pp | 80.3%+15.1pp |
| Annual return | 10.81% | 34.52%-23.7pp | 24.85%-14.0pp | 552.29%-541.5pp |
| Employer contribution / active EE | $800 | $2,979-73.1% | $2,464-67.5% | $4,663-82.8% |
| Participant deferral / active EE | $0 | $4,612-100.0% | $3,885-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,871 | $8,163-40.3% | $5,749-15.3% | $13,390-63.6% |