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 | $29,010 | $162,136-82.1% | $152,301-81.0% | $154,746-81.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.08% | 91.02%-70.9pp | 80.50%-60.4pp | 172.34%-152.3pp |
| Employer contribution / active EE | $1,325 | $4,890-72.9% | $4,624-71.3% | $4,379-69.7% |
| Participant deferral / active EE | $2,650 | $8,341-68.2% | $8,004-66.9% | $6,730-60.6% |
| Admin fee / account holder | $4,214 | $15,759-73.3% | $14,398-70.7% | $14,365-70.7% |