Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $41,997 | $78,423-46.4% | $95,964-56.2% | $79,856-47.4% |
| Participation rate | 76.2% | 73.5%+2.7pp | 77.1%-0.9pp | 69.6%+6.5pp |
| Annual return | 12.52% | 19.37%-6.9pp | 91.64%-79.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,484 | $1,945-23.7% | $2,541-41.6% | $2,471-40.0% |
| Participant deferral / active EE | $1,059 | $3,440-69.2% | $4,167-74.6% | $3,741-71.7% |
| Admin fee / account holder | $9,700 | $5,622+72.5% | $6,797+42.7% | $5,306+82.8% |