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 | $57,836 | $83,485-30.7% | $125,195-53.8% | $72,976-20.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.44% | 25.77%-5.3pp | 43.79%-23.4pp | 81.02%-60.6pp |
| Employer contribution / active EE | $5,666 | $2,346+141.5% | $3,866+46.5% | $2,440+132.2% |
| Participant deferral / active EE | $316 | $3,586-91.2% | $4,937-93.6% | $3,608-91.2% |
| Admin fee / account holder | $605 | $5,518-89.0% | $9,704-93.8% | $5,124-88.2% |