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 | $31,508 | $202,460-84.4% | $169,385-81.4% | $139,456-77.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 15.25% | 532.07%-516.8pp | 405.82%-390.6pp | 373.45%-358.2pp |
| Employer contribution / active EE | $1,249 | $4,691-73.4% | $4,012-68.9% | $4,753-73.7% |
| Participant deferral / active EE | $1,000 | $6,938-85.6% | $6,221-83.9% | $6,711-85.1% |
| Admin fee / account holder | $1,450 | $10,719-86.5% | $9,011-83.9% | $11,407-87.3% |