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 | $41,144 | $49,236-16.4% | $70,455-41.6% | $79,860-48.5% |
| Participation rate | 82.5% | 69.2%+13.3pp | 75.1%+7.4pp | 69.6%+12.8pp |
| Annual return | 6.31% | 30.07%-23.8pp | 109.06%-102.8pp | 31.72%-25.4pp |
| Employer contribution / active EE | $1,204 | $2,100-42.7% | $2,737-56.0% | $2,471-51.3% |
| Participant deferral / active EE | $629 | $2,769-77.3% | $3,709-83.1% | $3,740-83.2% |
| Admin fee / account holder | $1,727 | $2,877-40.0% | $3,845-55.1% | $5,306-67.5% |