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 | $28,111 | $174,379-83.9% | $152,093-81.5% | $138,895-79.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.03% | 74.86%-61.8pp | 66.36%-53.3pp | 145.39%-132.4pp |
| Employer contribution / active EE | $1,928 | $4,652-58.6% | $4,175-53.8% | $4,194-54.0% |
| Participant deferral / active EE | $965 | $6,159-84.3% | $5,451-82.3% | $6,396-84.9% |
| Admin fee / account holder | $9,003 | $16,880-46.7% | $14,497-37.9% | $12,562-28.3% |