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 | $22,793 | $86,050-73.5% | $189,758-88.0% | $94,015-75.8% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 11.35% | 17.77%-6.4pp | 52.62%-41.3pp | 17.84%-6.5pp |
| Employer contribution / active EE | $1,527 | $2,819-45.8% | $4,767-68.0% | $2,790-45.3% |
| Participant deferral / active EE | $828 | $3,349-75.3% | $5,856-85.9% | $4,249-80.5% |
| Admin fee / account holder | $1,473 | $6,627-77.8% | $20,388-92.8% | $8,951-83.5% |