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 | $27,636 | $108,911-74.6% | $100,392-72.5% | $145,884-81.1% |
| Participation rate | 86.7% | 83.0%+3.7pp | 81.5%+5.2pp | 80.3%+6.4pp |
| Annual return | 13.87% | 58.23%-44.4pp | 49.45%-35.6pp | 551.85%-538.0pp |
| Employer contribution / active EE | $751 | $4,420-83.0% | $3,941-80.9% | $4,662-83.9% |
| Participant deferral / active EE | $2,178 | $8,459-74.2% | $8,090-73.1% | $6,690-67.4% |
| Admin fee / account holder | $11,332 | $9,698+16.8% | $7,904+43.4% | $13,392-15.4% |