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 | $61,386 | $115,810-47.0% | $101,271-39.4% | $158,966-61.4% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 8.19% | 56.15%-48.0pp | 46.48%-38.3pp | 302.95%-294.8pp |
| Employer contribution / active EE | $2,500 | $4,175-40.1% | $3,660-31.7% | $4,762-47.5% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $362 | $7,248-95.0% | $5,948-93.9% | $11,250-96.8% |