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 | $23,989 | $49,249-51.3% | $70,476-66.0% | $79,852-70.0% |
| Participation rate | 98.6% | 69.2%+29.4pp | 75.1%+23.6pp | 69.6%+29.0pp |
| Annual return | 14.95% | 30.09%-15.1pp | 109.12%-94.2pp | 31.72%-16.8pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $826 | $2,769-70.2% | $3,710-77.7% | $3,740-77.9% |
| Admin fee / account holder | $1,753 | $2,878-39.1% | $3,847-54.4% | $5,306-67.0% |