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 | $70,931 | $184,000-61.5% | $162,185-56.3% | $152,909-53.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 17.15% | 150.80%-133.6pp | 115.61%-98.5pp | 345.46%-328.3pp |
| Employer contribution / active EE | $4,553 | $6,370-28.5% | $5,613-18.9% | $4,764-4.4% |
| Participant deferral / active EE | $600 | $8,033-92.5% | $7,297-91.8% | $5,851-89.7% |
| Admin fee / account holder | $8,324 | $13,124-36.6% | $10,844-23.2% | $11,601-28.2% |