Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $21,601 | $54,763-60.6% | $90,324-76.1% | $72,976-70.4% |
| Participation rate | 96.7% | 65.2%+31.5pp | 73.3%+23.4pp | 69.5%+27.2pp |
| Annual return | 25.21% | 30.63%-5.4pp | 78.15%-52.9pp | 81.02%-55.8pp |
| Employer contribution / active EE | $9,307 | $2,093+344.6% | $2,856+225.9% | $2,440+281.4% |
| Participant deferral / active EE | $278 | $2,887-90.4% | $3,885-92.8% | $3,608-92.3% |
| Admin fee / account holder | $2,132 | $3,973-46.3% | $5,356-60.2% | $5,124-58.4% |