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 | $53,359 | $217,432-75.5% | $185,851-71.3% | $167,553-68.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 38.78% | 148.43%-109.6pp | 122.11%-83.3pp | 478.89%-440.1pp |
| Employer contribution / active EE | $3,527 | $5,874-40.0% | $5,168-31.8% | $4,840-27.1% |
| Participant deferral / active EE | $1,688 | $6,357-73.4% | $5,569-69.7% | $6,343-73.4% |
| Admin fee / account holder | $1,561 | $19,820-92.1% | $16,245-90.4% | $12,316-87.3% |