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 | $37,639 | $63,703-40.9% | $93,063-59.6% | $82,448-54.3% |
| Participation rate | 97.1% | 63.8%+33.2pp | 72.1%+24.9pp | 68.1%+29.0pp |
| Annual return | 13.96% | -775.43%+789.4pp | 34.15%-20.2pp | 41.64%-27.7pp |
| Employer contribution / active EE | $4,525 | $1,729+161.8% | $2,476+82.8% | $2,551+77.4% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,958-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,800 | $5,982-69.9% | $6,033-70.2% | $7,234-75.1% |