Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $34,891 | $98,766-64.7% | $149,730-76.7% | $79,852-56.3% |
| Participation rate | 86.5% | 75.8%+10.8pp | 82.5%+4.1pp | 69.6%+16.9pp |
| Annual return | 595.76% | 27.43%+568.3pp | 276.70%+319.1pp | 31.72%+564.0pp |
| Employer contribution / active EE | $772 | $3,217-76.0% | $4,645-83.4% | $2,471-68.7% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $364 | $6,052-94.0% | $9,310-96.1% | $5,306-93.1% |