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 | $50,434 | $96,558-47.8% | $80,977-37.7% | $273,972-81.6% |
| Participation rate | 80.0% | 79.1%+0.9pp | 75.8%+4.2pp | 83.0%-3.0pp |
| Annual return | 5.28% | 15.14%-9.9pp | 17.11%-11.8pp | 41.46%-36.2pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $257 | $6,598-96.1% | $5,696-95.5% | $5,287-95.1% |
| Admin fee / account holder | $5,352 | $7,493-28.6% | $5,517-3.0% | $10,133-47.2% |