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 | $49,795 | $48,078+3.6% | $78,676-36.7% | $62,881-20.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 8.29% | 31.36%-23.1pp | 62.19%-53.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $187 | $2,587-92.8% | $3,517-94.7% | $3,203-94.2% |
| Admin fee / account holder | $312 | $3,206-90.3% | $4,510-93.1% | $4,296-92.7% |