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 | $34,360 | $183,539-81.3% | $155,556-77.9% | $145,897-76.4% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 10.12% | 61.31%-51.2pp | 64.84%-54.7pp | 552.29%-542.2pp |
| Employer contribution / active EE | $2,230 | $5,315-58.0% | $4,675-52.3% | $4,663-52.2% |
| Participant deferral / active EE | $492 | $6,467-92.4% | $5,631-91.3% | $6,689-92.7% |
| Admin fee / account holder | $532 | $19,275-97.2% | $15,885-96.7% | $13,390-96.0% |