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 | $35,312 | $69,977-49.5% | $108,582-67.5% | $62,881-43.8% |
| Participation rate | 98.6% | 72.9%+25.7pp | 79.6%+19.0pp | 69.3%+29.3pp |
| Annual return | 6.61% | 10.73%-4.1pp | -51.70%+58.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $3,296 | $2,135+54.4% | $3,758-12.3% | $2,281+44.5% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $362 | $5,076-92.9% | $7,645-95.3% | $4,296-91.6% |