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 | $70,821 | $85,171-16.8% | $172,752-59.0% | $72,975-3.0% |
| Participation rate | 91.9% | 70.1%+21.8pp | 82.6%+9.2pp | 69.5%+22.4pp |
| Annual return | 16.65% | 27.32%-10.7pp | 802.97%-786.3pp | 81.01%-64.4pp |
| Employer contribution / active EE | $4,845 | $3,324+45.7% | $5,144-5.8% | $2,440+98.5% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,042 | $5,880-31.3% | $13,955-71.0% | $5,124-21.1% |