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 | $47,820 | $156,398-69.4% | $147,318-67.5% | $138,895-65.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.50% | 78.75%-65.2pp | 70.43%-56.9pp | 145.39%-131.9pp |
| Employer contribution / active EE | $1,789 | $4,853-63.1% | $4,593-61.1% | $4,194-57.4% |
| Participant deferral / active EE | $1,964 | $8,237-76.2% | $7,906-75.2% | $6,396-69.3% |
| Admin fee / account holder | $7,353 | $14,976-50.9% | $13,708-46.4% | $12,562-41.5% |