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 | $59,506 | $212,777-72.0% | $173,703-65.7% | $198,609-70.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 12.61% | 18.82%-6.2pp | 17.46%-4.8pp | 202.70%-190.1pp |
| Employer contribution / active EE | $1,478 | $5,214-71.7% | $4,288-65.5% | $5,055-70.8% |
| Participant deferral / active EE | $1,331 | $5,697-76.6% | $4,854-72.6% | $6,977-80.9% |
| Admin fee / account holder | $4,816 | $19,536-75.3% | $15,562-69.1% | $19,030-74.7% |