Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $19,287 | $81,358-76.3% | $155,556-87.6% | $80,959-76.2% |
| Participation rate | 76.9% | 66.3%+10.7pp | 78.2%-1.3pp | 67.7%+9.3pp |
| Annual return | 13.01% | 33.39%-20.4pp | 64.84%-51.8pp | 35.67%-22.7pp |
| Employer contribution / active EE | $892 | $3,106-71.3% | $4,675-80.9% | $2,757-67.6% |
| Participant deferral / active EE | $659 | $3,455-80.9% | $5,631-88.3% | $4,300-84.7% |
| Admin fee / account holder | $1,034 | $7,994-87.1% | $15,885-93.5% | $6,925-85.1% |