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 | $26,224 | $96,965-73.0% | $97,995-73.2% | $147,585-82.2% |
| Participation rate | 84.6% | 83.6%+1.0pp | 82.4%+2.2pp | 82.8%+1.8pp |
| Annual return | 13.41% | 24.11%-10.7pp | 23.94%-10.5pp | 578.58%-565.2pp |
| Employer contribution / active EE | $3,930 | $4,536-13.4% | $4,158-5.5% | $4,876-19.4% |
| Participant deferral / active EE | $1,211 | $5,081-76.2% | $5,097-76.2% | $5,439-77.7% |
| Admin fee / account holder | $5,547 | $8,120-31.7% | $5,943-6.7% | $10,886-49.0% |