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 | $20,315 | $183,592-88.9% | $155,567-86.9% | $145,959-86.1% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 9.24% | 61.24%-52.0pp | 64.74%-55.5pp | 561.95%-552.7pp |
| Employer contribution / active EE | $1,827 | $5,315-65.6% | $4,674-60.9% | $4,661-60.8% |
| Participant deferral / active EE | $1,343 | $6,464-79.2% | $5,628-76.1% | $6,689-79.9% |
| Admin fee / account holder | $687 | $19,318-96.4% | $15,916-95.7% | $13,398-94.9% |