Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $22,429 | $160,028-86.0% | $147,080-84.8% | $145,884-84.6% |
| Participation rate | 73.7% | 84.0%-10.3pp | 82.2%-8.5pp | 80.3%-6.6pp |
| Annual return | 12.73% | 98.60%-85.9pp | 420.17%-407.4pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,406 | $5,286-73.4% | $4,933-71.5% | $4,662-69.8% |
| Participant deferral / active EE | $1,910 | $8,422-77.3% | $8,066-76.3% | $6,690-71.4% |
| Admin fee / account holder | $1,721 | $15,030-88.5% | $12,989-86.7% | $13,392-87.1% |