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 | $27,639 | $73,787-62.5% | $98,716-72.0% | $82,448-66.5% |
| Participation rate | 76.0% | 61.4%+14.6pp | 69.3%+6.7pp | 68.1%+7.9pp |
| Annual return | 12.66% | 18.57%-5.9pp | 31.81%-19.1pp | 41.64%-29.0pp |
| Employer contribution / active EE | $875 | $1,511-42.1% | $2,279-61.6% | $2,551-65.7% |
| Participant deferral / active EE | $1,020 | $3,081-66.9% | $4,048-74.8% | $4,139-75.3% |
| Admin fee / account holder | $795 | $6,500-87.8% | $8,703-90.9% | $7,234-89.0% |