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 | $38,120 | $77,472-50.8% | $100,415-62.0% | $80,959-52.9% |
| Participation rate | 82.3% | 76.9%+5.3pp | 81.5%+0.8pp | 67.7%+14.6pp |
| Annual return | 12.33% | 37.26%-24.9pp | 49.47%-37.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $480 | $2,800-82.8% | $3,943-87.8% | $2,757-82.6% |
| Participant deferral / active EE | $1,777 | $6,818-73.9% | $8,091-78.0% | $4,300-58.7% |
| Admin fee / account holder | $10,788 | $5,885+83.3% | $7,906+36.5% | $6,925+55.8% |