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 | $50,235 | $157,296-68.1% | $141,191-64.4% | $152,897-67.1% |
| Participation rate | 95.7% | 84.8%+10.8pp | 82.5%+13.2pp | 82.5%+13.2pp |
| Annual return | 20.79% | 64.34%-43.5pp | 71.41%-50.6pp | 345.43%-324.6pp |
| Employer contribution / active EE | $3,144 | $5,262-40.2% | $4,736-33.6% | $4,764-34.0% |
| Participant deferral / active EE | $469 | $7,111-93.4% | $6,710-93.0% | $5,851-92.0% |
| Admin fee / account holder | $1,509 | $12,125-87.6% | $10,264-85.3% | $11,599-87.0% |