Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $46,675 | $162,136-71.2% | $152,301-69.4% | $154,746-69.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.52% | 91.02%-70.5pp | 80.50%-60.0pp | 172.34%-151.8pp |
| Employer contribution / active EE | $1,066 | $4,890-78.2% | $4,624-76.9% | $4,379-75.6% |
| Participant deferral / active EE | $817 | $8,341-90.2% | $8,004-89.8% | $6,730-87.9% |
| Admin fee / account holder | $1,947 | $15,759-87.6% | $14,398-86.5% | $14,365-86.4% |