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 | $39,639 | $185,830-78.7% | $170,004-76.7% | $139,427-71.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.12% | 60.52%-45.4pp | 53.39%-38.3pp | 373.27%-358.1pp |
| Employer contribution / active EE | $2,766 | $7,591-63.6% | $6,786-59.2% | $4,752-41.8% |
| Participant deferral / active EE | $2,997 | $11,622-74.2% | $10,408-71.2% | $6,711-55.3% |
| Admin fee / account holder | $6,991 | $15,381-54.5% | $12,816-45.4% | $11,404-38.7% |