Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $47,347 | $239,571-80.2% | $183,328-74.2% | $137,256-65.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 13.33% | 35.69%-22.4pp | 29.67%-16.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $8,933 | $6,148+45.3% | $5,055+76.7% | $4,156+114.9% |
| Participant deferral / active EE | $0 | $7,995-100.0% | $6,795-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7,893 | $30,059-73.7% | $21,427-63.2% | $12,270-35.7% |