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 | $58,423 | $110,083-46.9% | $151,628-61.5% | $68,495-14.7% |
| Participation rate | 82.5% | 84.0%-1.5pp | 87.5%-5.0pp | 67.9%+14.6pp |
| Annual return | 1.67% | -10.12%+11.8pp | 3.34%-1.7pp | -7.84%+9.5pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,994 | $6,526-54.1% | $8,363-64.2% | $4,028-25.7% |
| Admin fee / account holder | $4,193 | $7,718-45.7% | $11,613-63.9% | $5,403-22.4% |