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 | $35,015 | $211,239-83.4% | $178,528-80.4% | $145,877-76.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.49% | 30.22%-15.7pp | 27.11%-12.6pp | 551.28%-536.8pp |
| Employer contribution / active EE | $5,274 | $4,570+15.4% | $3,950+33.5% | $4,663+13.1% |
| Participant deferral / active EE | $958 | $6,963-86.2% | $6,278-84.7% | $6,691-85.7% |
| Admin fee / account holder | $1,236 | $12,095-89.8% | $10,419-88.1% | $13,402-90.8% |