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 | $42,065 | $56,544-25.6% | $75,501-44.3% | $70,124-40.0% |
| Participation rate | 95.7% | 68.1%+27.5pp | 72.4%+23.3pp | 69.5%+26.1pp |
| Annual return | 14.57% | 23.59%-9.0pp | 27.35%-12.8pp | 73.14%-58.6pp |
| Employer contribution / active EE | $2,174 | $1,817+19.7% | $2,352-7.6% | $2,342-7.2% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,434 | $3,827-62.5% | $5,801-75.3% | $4,645-69.1% |