Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $36,584 | $106,749-65.7% | $145,433-74.8% | $82,448-55.6% |
| Participation rate | 82.8% | 75.6%+7.1pp | 82.1%+0.6pp | 68.1%+14.7pp |
| Annual return | 17.28% | 27.59%-10.3pp | 66.58%-49.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,471 | $3,444-57.3% | $4,554-67.7% | $2,551-42.3% |
| Participant deferral / active EE | $2,119 | $6,519-67.5% | $7,897-73.2% | $4,139-48.8% |
| Admin fee / account holder | $2,622 | $8,390-68.7% | $13,129-80.0% | $7,234-63.8% |