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 | $61,347 | $177,595-65.5% | $148,496-58.7% | $198,609-69.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.21% | 9.97%+9.2pp | 12.33%+6.9pp | 202.70%-183.5pp |
| Employer contribution / active EE | $1,169 | $4,098-71.5% | $3,497-66.6% | $5,055-76.9% |
| Participant deferral / active EE | $832 | $5,539-85.0% | $4,808-82.7% | $6,977-88.1% |
| Admin fee / account holder | $5,115 | $27,010-81.1% | $19,547-73.8% | $19,030-73.1% |