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 | $28,838 | $127,386-77.4% | $115,037-74.9% | $125,388-77.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 4.06% | 31.28%-27.2pp | 26.14%-22.1pp | 282.24%-278.2pp |
| Employer contribution / active EE | $2,939 | $5,166-43.1% | $4,608-36.2% | $4,866-39.6% |
| Participant deferral / active EE | $152 | $6,423-97.6% | $6,026-97.5% | $5,352-97.2% |
| Admin fee / account holder | $790 | $9,516-91.7% | $8,175-90.3% | $9,541-91.7% |