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 | $42,607 | $103,008-58.6% | $90,304-52.8% | $152,897-72.1% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.5%+6.4pp |
| Annual return | 25.37% | 95.22%-69.9pp | 78.13%-52.8pp | 345.43%-320.1pp |
| Employer contribution / active EE | $4,970 | $3,139+58.3% | $2,855+74.1% | $4,764+4.3% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,555 | $6,175-74.8% | $5,354-70.9% | $11,599-86.6% |