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 | $44,468 | $77,920-42.9% | $149,723-70.3% | $75,177-40.8% |
| Participation rate | 84.9% | 65.6%+19.3pp | 78.8%+6.1pp | 67.2%+17.7pp |
| Annual return | 17.78% | 31.72%-13.9pp | 134.50%-116.7pp | 160.75%-143.0pp |
| Employer contribution / active EE | $4,088 | $3,138+30.3% | $4,821-15.2% | $2,671+53.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,405 | $5,951-76.4% | $13,215-89.4% | $5,651-75.1% |