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 | $26,063 | $65,364-60.1% | $92,909-71.9% | $72,975-64.3% |
| Participation rate | 88.5% | 68.3%+20.1pp | 76.0%+12.5pp | 69.5%+19.0pp |
| Annual return | 20.07% | 42.11%-22.0pp | 109.44%-89.4pp | 81.01%-60.9pp |
| Employer contribution / active EE | $10,335 | $2,594+298.4% | $3,653+182.9% | $2,440+323.6% |
| Participant deferral / active EE | $649 | $3,128-79.2% | $4,238-84.7% | $3,608-82.0% |
| Admin fee / account holder | $4,779 | $4,251+12.4% | $5,795-17.5% | $5,124-6.7% |