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 | $33,839 | $82,028-58.7% | $123,105-72.5% | $59,633-43.3% |
| Participation rate | 98.7% | 83.2%+15.5pp | 86.8%+11.9pp | 68.7%+30.0pp |
| Annual return | 2.00% | 5.12%-3.1pp | 13.22%-11.2pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $1,315 | $3,297-60.1% | $5,151-74.5% | $2,203-40.3% |
| Participant deferral / active EE | $1,325 | $4,667-71.6% | $6,229-78.7% | $3,192-58.5% |
| Admin fee / account holder | $6,601 | $5,879+12.3% | $9,014-26.8% | $4,297+53.6% |