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 | $32,644 | $108,922-70.0% | $100,398-67.5% | $145,978-77.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.68% | 58.04%-45.4pp | 49.32%-36.6pp | 550.52%-537.8pp |
| Employer contribution / active EE | $1,732 | $4,426-60.9% | $3,946-56.1% | $4,662-62.9% |
| Participant deferral / active EE | $1,980 | $8,450-76.6% | $8,084-75.5% | $6,690-70.4% |
| Admin fee / account holder | $356 | $9,680-96.3% | $7,893-95.5% | $13,400-97.3% |