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 | $42,728 | $127,790-66.6% | $106,554-59.9% | $167,553-74.5% |
| Participation rate | 90.9% | 78.3%+12.6pp | 76.1%+14.8pp | 82.1%+8.8pp |
| Annual return | 32.40% | 33.88%-1.5pp | 26.80%+5.6pp | 478.89%-446.5pp |
| Employer contribution / active EE | $5,516 | $3,427+60.9% | $2,819+95.7% | $4,840+14.0% |
| Participant deferral / active EE | $41 | $5,088-99.2% | $4,398-99.1% | $6,343-99.4% |
| Admin fee / account holder | $1,116 | $11,231-90.1% | $7,408-84.9% | $12,316-90.9% |