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 | $43,092 | $147,556-70.8% | $129,031-66.6% | $198,609-78.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 16.52% | 37.41%-20.9pp | 34.67%-18.1pp | 202.70%-186.2pp |
| Employer contribution / active EE | $764 | $3,645-79.0% | $3,226-76.3% | $5,055-84.9% |
| Participant deferral / active EE | $1,202 | $5,760-79.1% | $5,217-77.0% | $6,977-82.8% |
| Admin fee / account holder | $4,725 | $15,467-69.5% | $13,208-64.2% | $19,030-75.2% |