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 | $47,056 | $115,911-59.4% | $100,530-53.2% | $158,950-70.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.49% | 34.80%-16.3pp | 30.89%-12.4pp | 302.91%-284.4pp |
| Employer contribution / active EE | $1,708 | $4,104-58.4% | $3,418-50.0% | $4,762-64.1% |
| Participant deferral / active EE | $1,708 | $6,676-74.4% | $6,271-72.8% | $5,983-71.4% |
| Admin fee / account holder | $663 | $10,999-94.0% | $8,083-91.8% | $11,248-94.1% |