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 | $19,533 | $211,224-90.8% | $178,505-89.1% | $145,897-86.6% |
| Participation rate | 85.7% | 80.8%+4.9pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 13.39% | 30.28%-16.9pp | 27.16%-13.8pp | 552.29%-538.9pp |
| Employer contribution / active EE | $1,565 | $4,577-65.8% | $3,955-60.4% | $4,663-66.4% |
| Participant deferral / active EE | $191 | $6,966-97.3% | $6,280-97.0% | $6,689-97.1% |
| Admin fee / account holder | $372 | $12,109-96.9% | $10,428-96.4% | $13,390-97.2% |