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 | $56,325 | $110,410-49.0% | $102,437-45.0% | $145,897-61.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.65% | 24.85%-15.2pp | 24.95%-15.3pp | 552.29%-542.6pp |
| Employer contribution / active EE | $2,238 | $4,217-46.9% | $3,871-42.2% | $4,663-52.0% |
| Participant deferral / active EE | $1,219 | $5,622-78.3% | $5,060-75.9% | $6,689-81.8% |
| Admin fee / account holder | $412 | $9,745-95.8% | $8,388-95.1% | $13,390-96.9% |