Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,224 | $99,345-82.7% | $84,753-79.7% | $273,972-93.7% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 5.61% | 22.93%-17.3pp | 22.78%-17.2pp | 41.46%-35.8pp |
| Employer contribution / active EE | $5,226 | $4,214+24.0% | $3,574+46.2% | $4,869+7.3% |
| Participant deferral / active EE | $798 | $4,270-81.3% | $3,712-78.5% | $5,287-84.9% |
| Admin fee / account holder | $3,171 | $6,645-52.3% | $5,333-40.5% | $10,133-68.7% |