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 | $70,355 | $167,522-58.0% | $151,639-53.6% | $134,532-47.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 1.32% | 7.81%-6.5pp | 3.34%-2.0pp | 418.27%-416.9pp |
| Employer contribution / active EE | $2,188 | $6,828-68.0% | $6,165-64.5% | $4,741-53.9% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,045 | $13,780-85.2% | $11,613-82.4% | $11,429-82.1% |