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 | $36,817 | $88,754-58.5% | $81,820-55.0% | $145,877-74.8% |
| Participation rate | 76.9% | 75.1%+1.8pp | 72.4%+4.5pp | 80.3%-3.4pp |
| Annual return | 12.53% | 1031.77%-1019.2pp | 777.93%-765.4pp | 551.28%-538.8pp |
| Employer contribution / active EE | $3,661 | $3,085+18.7% | $2,915+25.6% | $4,663-21.5% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,714 | $8,424-79.7% | $7,391-76.8% | $13,402-87.2% |