Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $34,255 | $180,749-81.0% | $160,784-78.7% | $137,256-75.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.00% | 2234.46%-2221.5pp | 1803.92%-1790.9pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,069 | $4,155-74.3% | $3,733-71.4% | $4,156-74.3% |
| Participant deferral / active EE | $375 | $6,844-94.5% | $6,293-94.0% | $6,407-94.1% |
| Admin fee / account holder | $12,566 | $10,397+20.9% | $9,717+29.3% | $12,270+2.4% |