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 | $31,134 | $134,817-76.9% | $123,973-74.9% | $155,188-79.9% |
| Participation rate | 94.1% | 79.4%+14.7pp | 76.7%+17.5pp | 80.8%+13.3pp |
| Annual return | 9.26% | 515.49%-506.2pp | 388.13%-378.9pp | 148.84%-139.6pp |
| Employer contribution / active EE | $8,379 | $4,425+89.4% | $4,126+103.1% | $4,248+97.3% |
| Participant deferral / active EE | $701 | $5,706-87.7% | $5,247-86.6% | $6,531-89.3% |
| Admin fee / account holder | $1,743 | $13,245-86.8% | $11,799-85.2% | $14,480-88.0% |