Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,323 | $148,623-87.0% | $135,974-85.8% | $139,466-86.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.68% | 79.30%-59.6pp | 68.30%-48.6pp | 373.66%-354.0pp |
| Employer contribution / active EE | $1,869 | $5,246-64.4% | $4,859-61.5% | $4,754-60.7% |
| Participant deferral / active EE | $209 | $8,103-97.4% | $7,760-97.3% | $6,712-96.9% |
| Admin fee / account holder | $3,639 | $12,406-70.7% | $10,767-66.2% | $11,409-68.1% |