Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $28,701 | $154,228-81.4% | $145,433-80.3% | $137,256-79.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.62% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,608 | $4,804-45.7% | $4,554-42.7% | $4,156-37.3% |
| Participant deferral / active EE | $2,361 | $8,216-71.3% | $7,897-70.1% | $6,407-63.2% |
| Admin fee / account holder | $2,361 | $14,344-83.5% | $13,129-82.0% | $12,270-80.8% |