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 | $61,379 | $209,428-70.7% | $178,498-65.6% | $158,950-61.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.27% | 188.78%-171.5pp | 151.09%-133.8pp | 302.91%-285.6pp |
| Employer contribution / active EE | $2,016 | $5,707-64.7% | $5,011-59.8% | $4,762-57.7% |
| Participant deferral / active EE | $888 | $5,955-85.1% | $5,202-82.9% | $5,983-85.2% |
| Admin fee / account holder | $32,833 | $17,077+92.3% | $13,985+134.8% | $11,248+191.9% |