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 | $19,780 | $48,078-58.9% | $78,676-74.9% | $62,881-68.5% |
| Participation rate | 83.3% | 65.2%+18.1pp | 73.6%+9.8pp | 69.3%+14.0pp |
| Annual return | 7.39% | 31.36%-24.0pp | 62.19%-54.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,532 | $2,015+25.7% | $2,850-11.2% | $2,281+11.0% |
| Participant deferral / active EE | $633 | $2,587-75.5% | $3,517-82.0% | $3,203-80.2% |
| Admin fee / account holder | $680 | $3,206-78.8% | $4,510-84.9% | $4,296-84.2% |