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 | $46,759 | $140,592-66.7% | $123,105-62.0% | $125,389-62.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.14% | 16.80%-16.7pp | 13.22%-13.1pp | 282.24%-282.1pp |
| Employer contribution / active EE | $1,715 | $6,041-71.6% | $5,151-66.7% | $4,866-64.8% |
| Participant deferral / active EE | $2,168 | $6,980-68.9% | $6,229-65.2% | $5,352-59.5% |
| Admin fee / account holder | $1,978 | $11,198-82.3% | $9,014-78.1% | $9,541-79.3% |