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 | $67,352 | $176,786-61.9% | $146,643-54.1% | $167,536-59.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.19% | 24.04%-10.9pp | 22.75%-9.6pp | 478.82%-465.6pp |
| Employer contribution / active EE | $2,304 | $5,161-55.4% | $4,137-44.3% | $4,839-52.4% |
| Participant deferral / active EE | $1,274 | $6,440-80.2% | $5,506-76.9% | $6,342-79.9% |
| Admin fee / account holder | $929 | $13,262-93.0% | $10,280-91.0% | $12,315-92.5% |