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 | $54,603 | $54,380+0.4% | $68,509-20.3% | $59,633-8.4% |
| Participation rate | 97.0% | 70.2%+26.8pp | 74.7%+22.2pp | 68.7%+28.3pp |
| Annual return | -0.30% | 2.83%-3.1pp | 8.27%-8.6pp | 2041.40%-2041.7pp |
| Employer contribution / active EE | $3,909 | $1,539+154.1% | $2,278+71.6% | $2,203+77.5% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,873 | $3,885-26.1% | $5,275-45.5% | $4,297-33.1% |