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 | $21,361 | $183,516-88.4% | $155,534-86.3% | $145,884-85.4% |
| Participation rate | 88.2% | 82.7%+5.5pp | 78.2%+10.0pp | 80.3%+7.9pp |
| Annual return | 14.31% | 61.43%-47.1pp | 64.92%-50.6pp | 551.85%-537.5pp |
| Employer contribution / active EE | $9,623 | $5,315+81.1% | $4,675+105.9% | $4,662+106.4% |
| Participant deferral / active EE | $1,121 | $6,467-82.7% | $5,630-80.1% | $6,690-83.2% |
| Admin fee / account holder | $30,029 | $19,293+55.6% | $15,900+88.9% | $13,392+124.2% |