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 | $16,658 | $77,638-78.5% | $156,551-89.4% | $62,881-73.5% |
| Participation rate | 97.3% | 71.2%+26.1pp | 84.0%+13.3pp | 69.3%+28.0pp |
| Annual return | 12.23% | 50.33%-38.1pp | 32.23%-20.0pp | 20.14%-7.9pp |
| Employer contribution / active EE | $699 | $3,444-79.7% | $5,501-87.3% | $2,281-69.4% |
| Participant deferral / active EE | $577 | $3,046-81.1% | $4,871-88.2% | $3,203-82.0% |
| Admin fee / account holder | $1,705 | $5,561-69.3% | $13,028-86.9% | $4,296-60.3% |