Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $18,933 | $162,136-88.3% | $152,301-87.6% | $154,746-87.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.40% | 91.02%-74.6pp | 80.50%-64.1pp | 172.34%-155.9pp |
| Employer contribution / active EE | $2,471 | $4,890-49.5% | $4,624-46.6% | $4,379-43.6% |
| Participant deferral / active EE | $467 | $8,341-94.4% | $8,004-94.2% | $6,730-93.1% |
| Admin fee / account holder | $826 | $15,759-94.8% | $14,398-94.3% | $14,365-94.2% |