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 | $31,343 | $168,635-81.4% | $147,617-78.8% | $125,389-75.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 31.46% | 77.65%-46.2pp | 61.98%-30.5pp | 282.24%-250.8pp |
| Employer contribution / active EE | $2,583 | $6,252-58.7% | $5,564-53.6% | $4,866-46.9% |
| Participant deferral / active EE | $750 | $5,507-86.4% | $4,895-84.7% | $5,352-86.0% |
| Admin fee / account holder | $7,564 | $13,580-44.3% | $11,612-34.9% | $9,541-20.7% |