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 | $74,833 | $232,540-67.8% | $185,117-59.6% | $147,585-49.3% |
| Participation rate | 71.4% | 82.4%-10.9pp | 77.3%-5.8pp | 82.8%-11.4pp |
| Annual return | 11.02% | 43.03%-32.0pp | 40.50%-29.5pp | 578.58%-567.6pp |
| Employer contribution / active EE | $1,300 | $5,195-75.0% | $4,182-68.9% | $4,876-73.3% |
| Participant deferral / active EE | $587 | $5,834-89.9% | $5,045-88.4% | $5,439-89.2% |
| Admin fee / account holder | $807 | $10,275-92.1% | $8,159-90.1% | $10,886-92.6% |