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 | $42,008 | $81,487-48.4% | $102,412-59.0% | $80,935-48.1% |
| Participation rate | 98.8% | 66.8%+32.0pp | 74.5%+24.3pp | 67.7%+31.1pp |
| Annual return | 15.04% | 25.60%-10.6pp | 24.94%-9.9pp | 35.66%-20.6pp |
| Employer contribution / active EE | $2,413 | $3,103-22.2% | $3,870-37.7% | $2,757-12.5% |
| Participant deferral / active EE | $631 | $3,871-83.7% | $5,060-87.5% | $4,299-85.3% |
| Admin fee / account holder | $1,388 | $6,717-79.3% | $8,388-83.5% | $6,924-80.0% |