Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $69,563 | $77,816-10.6% | $123,552-43.7% | $64,173+8.4% |
| Participation rate | 78.6% | 74.7%+3.9pp | 82.3%-3.7pp | 69.6%+9.0pp |
| Annual return | 10.35% | 12.49%-2.1pp | 119.20%-108.9pp | 7.63%+2.7pp |
| Employer contribution / active EE | $4,609 | $3,014+52.9% | $4,628-0.4% | $2,381+93.6% |
| Participant deferral / active EE | $5 | $5,240-99.9% | $6,426-99.9% | $3,470-99.8% |
| Admin fee / account holder | $363 | $5,519-93.4% | $9,285-96.1% | $4,887-92.6% |