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 | $26,166 | $91,179-71.3% | $178,499-85.3% | $79,852-67.2% |
| Participation rate | 72.7% | 69.2%+3.5pp | 81.9%-9.2pp | 69.6%+3.1pp |
| Annual return | 16.97% | 24.19%-7.2pp | 151.10%-134.1pp | 31.72%-14.7pp |
| Employer contribution / active EE | $1,516 | $3,256-53.4% | $5,011-69.8% | $2,471-38.7% |
| Participant deferral / active EE | $266 | $3,236-91.8% | $5,202-94.9% | $3,740-92.9% |
| Admin fee / account holder | $2,330 | $6,749-65.5% | $13,986-83.3% | $5,306-56.1% |