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 | $57,324 | $103,393-44.6% | $87,103-34.2% | $152,909-62.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 17.70% | 28.10%-10.4pp | 28.19%-10.5pp | 345.46%-327.8pp |
| Employer contribution / active EE | $1,299 | $3,221-59.7% | $2,521-48.5% | $4,764-72.7% |
| Participant deferral / active EE | $1,459 | $4,778-69.5% | $4,049-64.0% | $5,851-75.1% |
| Admin fee / account holder | $20,242 | $12,195+66.0% | $7,491+170.2% | $11,601+74.5% |