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 | $46,322 | $103,038-55.0% | $90,324-48.7% | $152,909-69.7% |
| Participation rate | 92.3% | 75.9%+16.4pp | 73.3%+19.0pp | 82.5%+9.9pp |
| Annual return | 24.64% | 95.25%-70.6pp | 78.15%-53.5pp | 345.46%-320.8pp |
| Employer contribution / active EE | $5,152 | $3,141+64.0% | $2,856+80.4% | $4,764+8.1% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,402 | $6,177-77.3% | $5,356-73.8% | $11,601-87.9% |