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 | $37,348 | $110,083-66.1% | $151,639-75.4% | $68,486-45.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 9.91% | -10.12%+20.0pp | 3.34%+6.6pp | -7.85%+17.8pp |
| Employer contribution / active EE | $2,169 | $4,470-51.5% | $6,165-64.8% | $2,597-16.5% |
| Participant deferral / active EE | $2,055 | $6,526-68.5% | $8,363-75.4% | $4,028-49.0% |
| Admin fee / account holder | $4,027 | $7,718-47.8% | $11,613-65.3% | $5,404-25.5% |