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 | $34,281 | $217,432-84.2% | $185,851-81.6% | $167,553-79.5% |
| Participation rate | 92.9% | 86.1%+6.8pp | 81.7%+11.1pp | 82.1%+10.7pp |
| Annual return | 18.20% | 148.43%-130.2pp | 122.11%-103.9pp | 478.89%-460.7pp |
| Employer contribution / active EE | $2,898 | $5,874-50.7% | $5,168-43.9% | $4,840-40.1% |
| Participant deferral / active EE | $2,192 | $6,357-65.5% | $5,569-60.6% | $6,343-65.4% |
| Admin fee / account holder | $821 | $19,820-95.9% | $16,245-94.9% | $12,316-93.3% |