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 | $26,212 | $48,284-45.7% | $67,524-61.2% | $80,911-67.6% |
| Participation rate | 97.5% | 66.4%+31.1pp | 72.9%+24.6pp | 67.6%+29.9pp |
| Annual return | 15.77% | 18.27%-2.5pp | 3519.41%-3503.6pp | 35.63%-19.9pp |
| Employer contribution / active EE | $1,113 | $2,021-45.0% | $2,734-59.3% | $2,756-59.6% |
| Participant deferral / active EE | $699 | $2,927-76.1% | $4,001-82.5% | $4,297-83.7% |
| Admin fee / account holder | $558 | $3,688-84.9% | $4,001-86.0% | $6,935-92.0% |