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 | $30,591 | $183,516-83.3% | $155,534-80.3% | $145,884-79.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.96% | 61.43%-50.5pp | 64.92%-54.0pp | 551.85%-540.9pp |
| Employer contribution / active EE | $2,111 | $5,315-60.3% | $4,675-54.9% | $4,662-54.7% |
| Participant deferral / active EE | $1,639 | $6,467-74.7% | $5,630-70.9% | $6,690-75.5% |
| Admin fee / account holder | $1,157 | $19,293-94.0% | $15,900-92.7% | $13,392-91.4% |