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 | $53,755 | $127,387-57.8% | $115,038-53.3% | $125,389-57.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.44% | 31.28%-31.7pp | 26.14%-26.6pp | 282.24%-282.7pp |
| Employer contribution / active EE | $1,695 | $5,166-67.2% | $4,608-63.2% | $4,866-65.2% |
| Participant deferral / active EE | $1,469 | $6,423-77.1% | $6,026-75.6% | $5,352-72.6% |
| Admin fee / account holder | $6,592 | $9,516-30.7% | $8,175-19.4% | $9,541-30.9% |