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 | $48,945 | $157,304-68.9% | $141,197-65.3% | $152,909-68.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.00% | 64.34%-46.3pp | 71.41%-53.4pp | 345.46%-327.5pp |
| Employer contribution / active EE | $1,727 | $5,263-67.2% | $4,736-63.5% | $4,764-63.8% |
| Participant deferral / active EE | $1,397 | $7,111-80.4% | $6,710-79.2% | $5,851-76.1% |
| Admin fee / account holder | $2,483 | $12,126-79.5% | $10,265-75.8% | $11,601-78.6% |