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 | $53,027 | $49,897+6.3% | $80,648-34.2% | $75,177-29.5% |
| Participation rate | 96.3% | 55.3%+41.0pp | 67.0%+29.3pp | 67.2%+29.1pp |
| Annual return | 16.46% | 34.68%-18.2pp | 937.21%-920.7pp | 160.75%-144.3pp |
| Employer contribution / active EE | $2,232 | $1,699+31.3% | $2,724-18.1% | $2,671-16.5% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,880 | $3,579-19.5% | $5,382-46.5% | $5,651-49.0% |