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 | $17,153 | $84,236-79.6% | $170,435-89.9% | $70,126-75.5% |
| Participation rate | 75.7% | 70.8%+4.8pp | 83.6%-7.9pp | 69.5%+6.1pp |
| Annual return | 17.59% | 23.06%-5.5pp | 205.94%-188.3pp | 73.15%-55.6pp |
| Employer contribution / active EE | $1,671 | $3,387-50.7% | $5,432-69.2% | $2,343-28.7% |
| Participant deferral / active EE | $600 | $3,086-80.5% | $4,939-87.8% | $3,332-82.0% |
| Admin fee / account holder | $615 | $5,698-89.2% | $13,881-95.6% | $4,645-86.8% |