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 | $28,605 | $183,516-84.4% | $155,534-81.6% | $145,884-80.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.62% | 61.43%-49.8pp | 64.92%-53.3pp | 551.85%-540.2pp |
| Employer contribution / active EE | $3,749 | $5,315-29.5% | $4,675-19.8% | $4,662-19.6% |
| Participant deferral / active EE | $1,456 | $6,467-77.5% | $5,630-74.1% | $6,690-78.2% |
| Admin fee / account holder | $3,961 | $19,293-79.5% | $15,900-75.1% | $13,392-70.4% |