Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $20,960 | $58,927-64.4% | $76,823-72.7% | $72,983-71.3% |
| Participation rate | 82.1% | 67.3%+14.7pp | 72.1%+10.0pp | 69.5%+12.6pp |
| Annual return | 25.21% | 2305.64%-2280.4pp | 1166.42%-1141.2pp | 81.01%-55.8pp |
| Employer contribution / active EE | $764 | $1,787-57.2% | $2,302-66.8% | $2,440-68.7% |
| Participant deferral / active EE | $931 | $2,690-65.4% | $3,336-72.1% | $3,608-74.2% |
| Admin fee / account holder | $612 | $4,013-84.7% | $6,422-90.5% | $5,124-88.0% |