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 | $48,520 | $107,944-55.1% | $91,994-47.3% | $152,885-68.3% |
| Participation rate | 80.0% | 81.2%-1.2pp | 78.6%+1.4pp | 82.5%-2.5pp |
| Annual return | 20.83% | 89.26%-68.4pp | 69.03%-48.2pp | 345.39%-324.6pp |
| Employer contribution / active EE | $454 | $4,210-89.2% | $3,452-86.8% | $4,763-90.5% |
| Participant deferral / active EE | $454 | $6,365-92.9% | $5,923-92.3% | $5,851-92.2% |
| Admin fee / account holder | $436 | $10,521-95.9% | $7,743-94.4% | $11,598-96.2% |