Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $31,080 | $180,459-82.8% | $154,108-79.8% | $135,380-77.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 8.10% | 888.21%-880.1pp | 735.21%-727.1pp | 519.81%-511.7pp |
| Employer contribution / active EE | $1,603 | $6,035-73.4% | $5,298-69.7% | $4,779-66.5% |
| Participant deferral / active EE | $1,603 | $5,806-72.4% | $5,081-68.4% | $5,609-71.4% |
| Admin fee / account holder | $4,750 | $16,145-70.6% | $13,411-64.6% | $10,828-56.1% |