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 | $84,873 | $76,368+11.1% | $67,681+25.4% | $154,746-45.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 16.95% | 1066.77%-1049.8pp | 590.58%-573.6pp | 172.34%-155.4pp |
| Employer contribution / active EE | $800 | $3,151-74.6% | $2,678-70.1% | $4,379-81.7% |
| Participant deferral / active EE | $823 | $4,824-82.9% | $3,976-79.3% | $6,730-87.8% |
| Admin fee / account holder | $793 | $8,559-90.7% | $6,100-87.0% | $14,365-94.5% |