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 | $43,694 | $223,823-80.5% | $211,142-79.3% | $154,746-71.8% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 77.79% | 50.39%+27.4pp | 46.84%+31.0pp | 172.34%-94.5pp |
| Employer contribution / active EE | $1,724 | $6,787-74.6% | $6,442-73.2% | $4,379-60.6% |
| Participant deferral / active EE | $2,812 | $9,750-71.2% | $9,284-69.7% | $6,730-58.2% |
| Admin fee / account holder | $371 | $19,707-98.1% | $19,076-98.1% | $14,365-97.4% |