Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $30,112 | $123,155-75.5% | $108,753-72.3% | $155,188-80.6% |
| Participation rate | 87.5% | 75.6%+11.9pp | 71.1%+16.4pp | 80.8%+6.7pp |
| Annual return | 9.43% | 44.73%-35.3pp | 37.47%-28.0pp | 148.84%-139.4pp |
| Employer contribution / active EE | $8,990 | $2,811+219.8% | $2,427+270.5% | $4,248+111.6% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $21,506 | $12,126+77.4% | $10,320+108.4% | $14,480+48.5% |