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 | $21,230 | $115,225-81.6% | $100,712-78.9% | $138,895-84.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 17.80% | 40.35%-22.6pp | 33.27%-15.5pp | 145.39%-127.6pp |
| Employer contribution / active EE | $2,268 | $2,771-18.1% | $2,313-1.9% | $4,194-45.9% |
| Participant deferral / active EE | $378 | $4,699-92.0% | $4,085-90.8% | $6,396-94.1% |
| Admin fee / account holder | $547 | $10,844-95.0% | $9,256-94.1% | $12,562-95.6% |