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 | $72,255 | $91,559-21.1% | $133,978-46.1% | $79,856-9.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 12.25% | 61.85%-49.6pp | 45.10%-32.9pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,983 | $2,384-16.8% | $3,919-49.4% | $2,471-19.8% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,118 | $6,321-66.5% | $8,930-76.3% | $5,306-60.1% |