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 | $55,158 | $86,938-36.6% | $102,423-46.1% | $80,925-31.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 10.77% | 18.89%-8.1pp | 29.42%-18.6pp | 35.65%-24.9pp |
| Employer contribution / active EE | $1,527 | $2,369-35.5% | $3,023-49.5% | $2,756-44.6% |
| Participant deferral / active EE | $1,702 | $4,120-58.7% | $5,054-66.3% | $4,299-60.4% |
| Admin fee / account holder | $1,304 | $8,053-83.8% | $9,455-86.2% | $6,940-81.2% |