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 | $17,327 | $138,102-87.5% | $125,381-86.2% | $134,532-87.1% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | 3970.14% | 750.73%+3219.4pp | 572.31%+3397.8pp | 418.27%+3551.9pp |
| Employer contribution / active EE | $1,614 | $5,245-69.2% | $4,815-66.5% | $4,741-66.0% |
| Participant deferral / active EE | $1,952 | $7,801-75.0% | $7,448-73.8% | $6,401-69.5% |
| Admin fee / account holder | $340 | $11,568-97.1% | $10,007-96.6% | $11,429-97.0% |