Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $25,833 | $160,070-83.9% | $147,117-82.4% | $145,897-82.3% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 22.06% | 98.69%-76.6pp | 420.54%-398.5pp | 552.29%-530.2pp |
| Employer contribution / active EE | $1,501 | $5,285-71.6% | $4,932-69.6% | $4,663-67.8% |
| Participant deferral / active EE | $2,474 | $8,419-70.6% | $8,065-69.3% | $6,689-63.0% |
| Admin fee / account holder | $1,949 | $15,035-87.0% | $12,993-85.0% | $13,390-85.4% |