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 | $48,943 | $89,364-45.2% | $141,177-65.3% | $72,983-32.9% |
| Participation rate | 72.0% | 75.1%-3.1pp | 82.5%-10.5pp | 69.5%+2.5pp |
| Annual return | 21.63% | 111.86%-90.2pp | 71.40%-49.8pp | 81.01%-59.4pp |
| Employer contribution / active EE | $1,372 | $3,115-56.0% | $4,736-71.0% | $2,440-43.8% |
| Participant deferral / active EE | $1,806 | $5,419-66.7% | $6,710-73.1% | $3,608-49.9% |
| Admin fee / account holder | $1,636 | $5,959-72.5% | $10,263-84.1% | $5,124-68.1% |