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 | $28,467 | $102,385-72.2% | $147,080-80.6% | $80,935-64.8% |
| Participation rate | 81.8% | 75.9%+5.9pp | 82.2%-0.4pp | 67.7%+14.2pp |
| Annual return | 12.31% | 135.09%-122.8pp | 420.17%-407.9pp | 35.66%-23.3pp |
| Employer contribution / active EE | $3,375 | $3,717-9.2% | $4,933-31.6% | $2,757+22.4% |
| Participant deferral / active EE | $1,957 | $6,651-70.6% | $8,066-75.7% | $4,299-54.5% |
| Admin fee / account holder | $1,802 | $7,951-77.3% | $12,989-86.1% | $6,924-74.0% |