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 | $22,877 | $65,322-65.0% | $70,476-67.5% | $73,493-68.9% |
| Participation rate | 99.0% | 77.0%+22.0pp | 75.1%+23.9pp | 70.7%+28.3pp |
| Annual return | 13.86% | 15.71%-1.9pp | 109.12%-95.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $786 | $2,460-68.1% | $2,738-71.3% | $2,270-65.4% |
| Participant deferral / active EE | $786 | $3,375-76.7% | $3,710-78.8% | $3,740-79.0% |
| Admin fee / account holder | $336 | $214+57.0% | $3,847-91.3% | $513-34.5% |