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 | $139,948-56.2% | $121,663-49.6% | $154,746-60.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 19.21% | 230.52%-211.3pp | 147.54%-128.3pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,169 | $3,521-66.8% | $3,020-61.3% | $4,379-73.3% |
| Participant deferral / active EE | $832 | $5,629-85.2% | $4,887-83.0% | $6,730-87.6% |
| Admin fee / account holder | $5,115 | $17,321-70.5% | $14,289-64.2% | $14,365-64.4% |