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 | $44,424 | $124,346-64.3% | $111,308-60.1% | $167,536-73.5% |
| Participation rate | 95.0% | 79.6%+15.4pp | 77.3%+17.7pp | 82.1%+12.9pp |
| Annual return | 9.77% | 37.45%-27.7pp | 54.67%-44.9pp | 478.82%-469.0pp |
| Employer contribution / active EE | $2,345 | $3,437-31.8% | $2,732-14.2% | $4,839-51.5% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,637 | $10,621-84.6% | $7,965-79.5% | $12,315-86.7% |