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 | $36,963 | $100,895-63.4% | $90,430-59.1% | $158,950-76.7% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.7%+21.1pp | 82.0%+11.8pp |
| Annual return | 17.53% | 1725.54%-1708.0pp | 1293.73%-1276.2pp | 302.91%-285.4pp |
| Employer contribution / active EE | $5,081 | $3,689+37.7% | $3,262+55.8% | $4,762+6.7% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $585 | $6,505-91.0% | $5,613-89.6% | $11,248-94.8% |