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 | $43,236 | $52,836-18.2% | $105,738-59.1% | $64,173-32.6% |
| Participation rate | 85.7% | 66.5%+19.2pp | 76.3%+9.4pp | 69.6%+16.1pp |
| Annual return | -3.32% | 14.30%-17.6pp | 6.27%-9.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,053 | $1,827-42.3% | $3,268-67.8% | $2,381-55.8% |
| Participant deferral / active EE | $840 | $2,545-67.0% | $4,080-79.4% | $3,470-75.8% |
| Admin fee / account holder | $7,948 | $3,959+100.8% | $6,913+15.0% | $4,887+62.6% |