Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $20,384 | $97,289-79.0% | $92,805-78.0% | $155,188-86.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 17.99% | 29.03%-11.0pp | 31.59%-13.6pp | 148.84%-130.8pp |
| Employer contribution / active EE | $2,262 | $3,632-37.7% | $3,424-33.9% | $4,248-46.7% |
| Participant deferral / active EE | $1,283 | $8,795-85.4% | $8,448-84.8% | $6,531-80.4% |
| Admin fee / account holder | $1,697 | $12,015-85.9% | $10,911-84.4% | $14,480-88.3% |