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 | $22,166 | $154,228-85.6% | $145,433-84.8% | $137,256-83.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 36.54% | 74.59%-38.0pp | 66.58%-30.0pp | 220.34%-183.8pp |
| Employer contribution / active EE | $1,598 | $4,804-66.7% | $4,554-64.9% | $4,156-61.6% |
| Participant deferral / active EE | $1,740 | $8,216-78.8% | $7,897-78.0% | $6,407-72.8% |
| Admin fee / account holder | $525 | $14,344-96.3% | $13,129-96.0% | $12,270-95.7% |