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 | $46,371 | $197,637-76.5% | $177,848-73.9% | $158,982-70.8% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 14.94% | 58.77%-43.8pp | 48.33%-33.4pp | 302.99%-288.1pp |
| Employer contribution / active EE | $2,113 | $6,698-68.5% | $5,919-64.3% | $4,763-55.6% |
| Participant deferral / active EE | $3,038 | $8,405-63.9% | $7,714-60.6% | $5,983-49.2% |
| Admin fee / account holder | $1,595 | $15,406-89.6% | $12,431-87.2% | $11,252-85.8% |