Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $38,685 | $124,425-68.9% | $112,040-65.5% | $137,256-71.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.56% | 24.72%-8.2pp | 24.52%-8.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $3,332 | $3,411-2.3% | $2,954+12.8% | $4,156-19.8% |
| Participant deferral / active EE | $1,809 | $5,718-68.4% | $5,098-64.5% | $6,407-71.8% |
| Admin fee / account holder | $380 | $15,207-97.5% | $12,098-96.9% | $12,270-96.9% |