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 | $21,288 | $125,237-83.0% | $105,608-79.8% | $145,877-85.4% |
| Participation rate | 88.2% | 77.7%+10.6pp | 75.3%+13.0pp | 80.3%+7.9pp |
| Annual return | 8.26% | 225.76%-217.5pp | 116.50%-108.2pp | 551.28%-543.0pp |
| Employer contribution / active EE | $1,848 | $3,720-50.3% | $3,167-41.7% | $4,663-60.4% |
| Participant deferral / active EE | $1,286 | $5,711-77.5% | $5,010-74.3% | $6,691-80.8% |
| Admin fee / account holder | $1,616 | $17,287-90.7% | $11,028-85.3% | $13,402-87.9% |