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 | $46,401 | $65,685-29.4% | $57,181-18.9% | $273,968-83.1% |
| Participation rate | 91.7% | 78.3%+13.3pp | 75.3%+16.3pp | 83.0%+8.7pp |
| Annual return | 5.62% | 21.99%-16.4pp | 14.59%-9.0pp | 41.45%-35.8pp |
| Employer contribution / active EE | $898 | $3,279-72.6% | $2,682-66.5% | $4,869-81.6% |
| Participant deferral / active EE | $660 | $3,781-82.5% | $3,096-78.7% | $5,287-87.5% |
| Admin fee / account holder | $2,227 | $4,835-53.9% | $3,139-29.0% | $10,132-78.0% |