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 | $30,835 | $124,330-75.2% | $109,173-71.8% | $167,536-81.6% |
| Participation rate | 85.7% | 79.5%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 13.25% | 26.04%-12.8pp | 25.75%-12.5pp | 478.82%-465.6pp |
| Employer contribution / active EE | $959 | $4,209-77.2% | $3,723-74.3% | $4,839-80.2% |
| Participant deferral / active EE | $959 | $5,256-81.8% | $4,654-79.4% | $6,342-84.9% |
| Admin fee / account holder | $10,293 | $7,974+29.1% | $6,755+52.4% | $12,315-16.4% |