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 | $38,784 | $136,860-71.7% | $120,344-67.8% | $154,746-74.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 13.02% | 21.38%-8.4pp | 20.30%-7.3pp | 172.34%-159.3pp |
| Employer contribution / active EE | $4,917 | $3,533+39.2% | $3,020+62.8% | $4,379+12.3% |
| Participant deferral / active EE | $1,368 | $5,793-76.4% | $5,135-73.4% | $6,730-79.7% |
| Admin fee / account holder | $7,960 | $15,393-48.3% | $12,742-37.5% | $14,365-44.6% |