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 | $46,506 | $131,835-64.7% | $108,582-57.2% | $273,972-83.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 12.17% | -91.57%+103.7pp | -51.70%+63.9pp | 41.46%-29.3pp |
| Employer contribution / active EE | $2,094 | $4,913-57.4% | $3,758-44.3% | $4,869-57.0% |
| Participant deferral / active EE | $546 | $5,127-89.3% | $4,311-87.3% | $5,287-89.7% |
| Admin fee / account holder | $975 | $10,253-90.5% | $7,645-87.2% | $10,133-90.4% |