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 | $72,947 | $114,013-36.0% | $103,693-29.7% | $155,188-53.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 9.85% | 49.31%-39.5pp | 47.61%-37.8pp | 148.84%-139.0pp |
| Employer contribution / active EE | $1,849 | $3,131-40.9% | $2,920-36.7% | $4,248-56.5% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,041 | $8,407-87.6% | $7,858-86.7% | $14,480-92.8% |