Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $53,267 | $148,629-64.2% | $135,982-60.8% | $139,487-61.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.18% | 79.33%-63.1pp | 68.32%-52.1pp | 373.84%-357.7pp |
| Employer contribution / active EE | $1,320 | $5,247-74.8% | $4,859-72.8% | $4,755-72.2% |
| Participant deferral / active EE | $1,805 | $8,102-77.7% | $7,760-76.7% | $6,713-73.1% |
| Admin fee / account holder | $8,383 | $12,406-32.4% | $10,767-22.1% | $11,407-26.5% |