Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $42,559 | $124,425-65.8% | $112,040-62.0% | $137,256-69.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.40% | 24.72%-7.3pp | 24.52%-7.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $5,131 | $3,411+50.4% | $2,954+73.7% | $4,156+23.5% |
| Participant deferral / active EE | $1,327 | $5,718-76.8% | $5,098-74.0% | $6,407-79.3% |
| Admin fee / account holder | $312 | $15,207-98.0% | $12,098-97.4% | $12,270-97.5% |