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 | $37,955 | $89,370-57.5% | $141,197-73.1% | $72,976-48.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.99% | 111.88%-87.9pp | 71.41%-47.4pp | 81.02%-57.0pp |
| Employer contribution / active EE | $3,093 | $3,115-0.7% | $4,736-34.7% | $2,440+26.8% |
| Participant deferral / active EE | $1,930 | $5,419-64.4% | $6,710-71.2% | $3,608-46.5% |
| Admin fee / account holder | $1,279 | $5,957-78.5% | $10,265-87.5% | $5,124-75.0% |