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 | $33,596 | $54,541-38.4% | $78,778-57.4% | $70,126-52.1% |
| Participation rate | 80.9% | 60.8%+20.1pp | 69.2%+11.7pp | 69.5%+11.4pp |
| Annual return | 12.89% | 21.07%-8.2pp | 35.62%-22.7pp | 73.15%-60.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $874 | $2,210-60.4% | $2,958-70.4% | $3,332-73.8% |
| Admin fee / account holder | $1,154 | $3,709-68.9% | $5,134-77.5% | $4,645-75.2% |