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 | $47,306 | $67,602-30.0% | $82,312-42.5% | $70,126-32.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.94% | 21.57%-1.6pp | 25.88%-5.9pp | 73.15%-53.2pp |
| Employer contribution / active EE | $3,377 | $1,755+92.5% | $2,428+39.1% | $2,343+44.2% |
| Participant deferral / active EE | $816 | $2,987-72.7% | $3,706-78.0% | $3,332-75.5% |
| Admin fee / account holder | $614 | $4,512-86.4% | $5,608-89.1% | $4,645-86.8% |