Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $34,132 | $180,749-81.1% | $160,784-78.8% | $137,256-75.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.09% | 2234.46%-2219.4pp | 1803.92%-1788.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,070 | $4,155-74.2% | $3,733-71.3% | $4,156-74.2% |
| Participant deferral / active EE | $747 | $6,844-89.1% | $6,293-88.1% | $6,407-88.3% |
| Admin fee / account holder | $4,647 | $10,397-55.3% | $9,717-52.2% | $12,270-62.1% |