Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,678 | $154,228-87.9% | $145,433-87.2% | $137,256-86.4% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 17.30% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $991 | $4,804-79.4% | $4,554-78.2% | $4,156-76.1% |
| Participant deferral / active EE | $2,239 | $8,216-72.8% | $7,897-71.7% | $6,407-65.1% |
| Admin fee / account holder | $849 | $14,344-94.1% | $13,129-93.5% | $12,270-93.1% |