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 | $15,763 | $45,079-65.0% | $69,461-77.3% | $72,983-78.4% |
| Participation rate | 96.6% | 68.5%+28.1pp | 74.6%+21.9pp | 69.5%+27.1pp |
| Annual return | 19.11% | 22.65%-3.5pp | 28.97%-9.9pp | 81.01%-61.9pp |
| Employer contribution / active EE | $2,905 | $2,055+41.4% | $2,779+4.5% | $2,440+19.1% |
| Participant deferral / active EE | $385 | $2,603-85.2% | $3,536-89.1% | $3,608-89.3% |
| Admin fee / account holder | $303 | $3,056-90.1% | $3,840-92.1% | $5,124-94.1% |