Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $47,223 | $154,228-69.4% | $145,433-67.5% | $137,256-65.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.50% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,606 | $4,804-66.6% | $4,554-64.7% | $4,156-61.4% |
| Participant deferral / active EE | $1,001 | $8,216-87.8% | $7,897-87.3% | $6,407-84.4% |
| Admin fee / account holder | $531 | $14,344-96.3% | $13,129-96.0% | $12,270-95.7% |