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 | $17,244 | $174,379-90.1% | $152,093-88.7% | $138,895-87.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.28% | 74.86%-63.6pp | 66.36%-55.1pp | 145.39%-134.1pp |
| Employer contribution / active EE | $1,777 | $4,652-61.8% | $4,175-57.4% | $4,194-57.6% |
| Participant deferral / active EE | $927 | $6,159-85.0% | $5,451-83.0% | $6,396-85.5% |
| Admin fee / account holder | $397 | $16,880-97.6% | $14,497-97.3% | $12,562-96.8% |