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 | $211,288-83.4% | $178,540-80.4% | $145,884-76.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.49% | 30.27%-15.8pp | 27.15%-12.7pp | 551.85%-537.4pp |
| Employer contribution / active EE | $5,274 | $4,574+15.3% | $3,953+33.4% | $4,662+13.1% |
| Participant deferral / active EE | $958 | $6,967-86.3% | $6,281-84.8% | $6,690-85.7% |
| Admin fee / account holder | $1,236 | $12,105-89.8% | $10,424-88.1% | $13,392-90.8% |