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 | $102,480 | $202,345-49.4% | $172,755-40.7% | $152,885-33.0% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 15.73% | 1029.77%-1014.0pp | 802.94%-787.2pp | 345.39%-329.7pp |
| Employer contribution / active EE | $4,756 | $5,858-18.8% | $5,144-7.5% | $4,763-0.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10,919 | $17,111-36.2% | $13,955-21.8% | $11,598-5.9% |