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 | $39,412 | $41,377-4.7% | $109,313-63.9% | $62,881-37.3% |
| Participation rate | 87.9% | 57.5%+30.3pp | 71.3%+16.6pp | 69.3%+18.6pp |
| Annual return | 5.70% | 11.05%-5.3pp | 22.07%-16.4pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,713 | $1,276+34.2% | $3,892-56.0% | $2,281-24.9% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,584 | $2,884-10.4% | $5,666-54.4% | $4,296-39.8% |