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 | $53,020 | $67,411-21.3% | $91,004-41.7% | $70,126-24.4% |
| Participation rate | 97.0% | 71.4%+25.6pp | 75.6%+21.4pp | 69.5%+27.4pp |
| Annual return | 19.21% | -40.16%+59.4pp | 4.60%+14.6pp | 73.15%-53.9pp |
| Employer contribution / active EE | $5,589 | $1,786+212.9% | $2,456+127.6% | $2,343+138.6% |
| Participant deferral / active EE | $550 | $2,823-80.5% | $3,548-84.5% | $3,332-83.5% |
| Admin fee / account holder | $1,326 | $4,236-68.7% | $5,417-75.5% | $4,645-71.5% |