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 | $27,549 | $89,370-69.2% | $141,197-80.5% | $72,976-62.2% |
| Participation rate | 73.3% | 75.1%-1.8pp | 82.5%-9.1pp | 69.5%+3.8pp |
| Annual return | 22.60% | 111.88%-89.3pp | 71.41%-48.8pp | 81.02%-58.4pp |
| Employer contribution / active EE | $3,484 | $3,115+11.8% | $4,736-26.4% | $2,440+42.8% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,668 | $5,957-55.2% | $10,265-74.0% | $5,124-47.9% |