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 | $32,710 | $99,345-67.1% | $84,753-61.4% | $273,972-88.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.81% | 22.93%-19.1pp | 22.78%-19.0pp | 41.46%-37.6pp |
| Employer contribution / active EE | $7,583 | $4,214+79.9% | $3,574+112.1% | $4,869+55.7% |
| Participant deferral / active EE | $474 | $4,270-88.9% | $3,712-87.2% | $5,287-91.0% |
| Admin fee / account holder | $501 | $6,645-92.5% | $5,333-90.6% | $10,133-95.1% |