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 | $39,098 | $111,814-65.0% | $103,378-62.2% | $145,978-73.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.51% | 24.80%-10.3pp | 24.91%-10.4pp | 550.52%-536.0pp |
| Employer contribution / active EE | $1,360 | $4,215-67.7% | $3,870-64.9% | $4,662-70.8% |
| Participant deferral / active EE | $499 | $5,618-91.1% | $5,058-90.1% | $6,690-92.5% |
| Admin fee / account holder | $526 | $9,764-94.6% | $8,401-93.7% | $13,400-96.1% |