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 | $51,656 | $70,430-26.7% | $96,572-46.5% | $85,851-39.8% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 12.87% | 18.58%-5.7pp | 37.79%-24.9pp | 318.63%-305.8pp |
| Employer contribution / active EE | $2,384 | $1,413+68.7% | $2,357+1.1% | $2,565-7.1% |
| Participant deferral / active EE | $1,226 | $2,894-57.7% | $3,850-68.2% | $3,952-69.0% |
| Admin fee / account holder | $6,592 | $4,996+31.9% | $6,183+6.6% | $6,261+5.3% |