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 | $24,372 | $226,105-89.2% | $182,540-86.6% | $152,897-84.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 9.67% | 192.58%-182.9pp | 148.58%-138.9pp | 345.43%-335.8pp |
| Employer contribution / active EE | $1,864 | $4,978-62.6% | $4,076-54.3% | $4,764-60.9% |
| Participant deferral / active EE | $1,080 | $6,370-83.0% | $5,525-80.4% | $5,851-81.5% |
| Admin fee / account holder | $421 | $10,706-96.1% | $8,593-95.1% | $11,599-96.4% |