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 | $40,668 | $168,635-75.9% | $147,617-72.5% | $125,389-67.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 25.81% | 77.65%-51.8pp | 61.98%-36.2pp | 282.24%-256.4pp |
| Employer contribution / active EE | $2,226 | $6,252-64.4% | $5,564-60.0% | $4,866-54.3% |
| Participant deferral / active EE | $1,313 | $5,507-76.2% | $4,895-73.2% | $5,352-75.5% |
| Admin fee / account holder | $7,741 | $13,580-43.0% | $11,612-33.3% | $9,541-18.9% |