Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $24,030 | $183,539-86.9% | $155,556-84.6% | $145,897-83.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.20% | 61.31%-49.1pp | 64.84%-52.6pp | 552.29%-540.1pp |
| Employer contribution / active EE | $6,914 | $5,315+30.1% | $4,675+47.9% | $4,663+48.3% |
| Participant deferral / active EE | $1,278 | $6,467-80.2% | $5,631-77.3% | $6,689-80.9% |
| Admin fee / account holder | $348 | $19,275-98.2% | $15,885-97.8% | $13,390-97.4% |