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 | $66,954 | $40,275+66.2% | $57,356+16.7% | $59,633+12.3% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 2.02% | 27.52%-25.5pp | 24.41%-22.4pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $4,606 | $1,921+139.7% | $2,689+71.3% | $2,203+109.1% |
| Participant deferral / active EE | $351 | $2,400-85.4% | $3,162-88.9% | $3,192-89.0% |
| Admin fee / account holder | $4,248 | $2,820+50.6% | $3,357+26.5% | $4,297-1.1% |