Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $30,027 | $159,934-81.2% | $147,005-79.6% | $145,959-79.4% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 20.54% | 98.24%-77.7pp | 418.76%-398.2pp | 561.95%-541.4pp |
| Employer contribution / active EE | $1,135 | $5,287-78.5% | $4,934-77.0% | $4,661-75.7% |
| Participant deferral / active EE | $2,203 | $8,427-73.9% | $8,070-72.7% | $6,689-67.1% |
| Admin fee / account holder | $1,640 | $15,053-89.1% | $13,006-87.4% | $13,398-87.8% |