Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $35,954 | $99,011-63.7% | $86,582-58.5% | $147,586-75.6% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 13.18% | 1312.75%-1299.6pp | 965.08%-951.9pp | 578.59%-565.4pp |
| Employer contribution / active EE | $698 | $3,132-77.7% | $2,839-75.4% | $4,876-85.7% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,025 | $5,709-12.0% | $4,904+2.5% | $10,886-53.8% |