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 | $56,513 | $115,810-51.2% | $101,271-44.2% | $158,966-64.4% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 17.44% | 56.15%-38.7pp | 46.48%-29.0pp | 302.95%-285.5pp |
| Employer contribution / active EE | $753 | $4,175-82.0% | $3,660-79.4% | $4,762-84.2% |
| Participant deferral / active EE | $1,038 | $4,958-79.1% | $4,371-76.3% | $5,983-82.7% |
| Admin fee / account holder | $3,055 | $7,248-57.9% | $5,948-48.6% | $11,250-72.8% |