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 | $35,519 | $85,766-58.6% | $136,298-73.9% | $70,126-49.3% |
| Participation rate | 71.0% | 74.2%-3.2pp | 81.9%-11.0pp | 69.5%+1.4pp |
| Annual return | 15.57% | 31.46%-15.9pp | 5156.27%-5140.7pp | 73.15%-57.6pp |
| Employer contribution / active EE | $1,196 | $2,966-59.7% | $4,696-74.5% | $2,343-48.9% |
| Participant deferral / active EE | $1,784 | $5,051-64.7% | $6,247-71.4% | $3,332-46.4% |
| Admin fee / account holder | $556 | $5,421-89.7% | $9,244-94.0% | $4,645-88.0% |