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 | $60,971 | $135,956-55.2% | $123,894-50.8% | $273,972-77.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.16% | 56.63%-50.5pp | 47.52%-41.4pp | 41.46%-35.3pp |
| Employer contribution / active EE | $2,362 | $5,170-54.3% | $4,617-48.8% | $4,869-51.5% |
| Participant deferral / active EE | $1,416 | $6,343-77.7% | $5,984-76.3% | $5,287-73.2% |
| Admin fee / account holder | $2,031 | $9,817-79.3% | $8,357-75.7% | $10,133-80.0% |