Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $20,065 | $125,778-84.0% | $114,563-82.5% | $154,746-87.0% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.9%+12.8pp | 80.7%+5.0pp |
| Annual return | 15.46% | 295.14%-279.7pp | 241.09%-225.6pp | 172.34%-156.9pp |
| Employer contribution / active EE | $2,041 | $2,806-27.3% | $2,592-21.3% | $4,379-53.4% |
| Participant deferral / active EE | $774 | $4,445-82.6% | $4,142-81.3% | $6,730-88.5% |
| Admin fee / account holder | $2,677 | $8,190-67.3% | $7,623-64.9% | $14,365-81.4% |