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 | $47,835 | $87,060-45.1% | $105,591-54.7% | $80,911-40.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 15.22% | 17.05%-1.8pp | 116.43%-101.2pp | 35.63%-20.4pp |
| Employer contribution / active EE | $2,003 | $2,396-16.4% | $3,166-36.7% | $2,756-27.3% |
| Participant deferral / active EE | $770 | $3,986-80.7% | $5,008-84.6% | $4,297-82.1% |
| Admin fee / account holder | $1,650 | $8,442-80.5% | $11,024-85.0% | $6,935-76.2% |