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 | $30,521 | $156,398-80.5% | $147,318-79.3% | $138,895-78.0% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 15.68% | 78.75%-63.1pp | 70.43%-54.8pp | 145.39%-129.7pp |
| Employer contribution / active EE | $1,197 | $4,853-75.3% | $4,593-73.9% | $4,194-71.5% |
| Participant deferral / active EE | $503 | $8,237-93.9% | $7,906-93.6% | $6,396-92.1% |
| Admin fee / account holder | $768 | $14,976-94.9% | $13,708-94.4% | $12,562-93.9% |