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 | $43,296 | $67,602-36.0% | $82,312-47.4% | $70,126-38.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.03% | 21.57%-2.5pp | 25.88%-6.8pp | 73.15%-54.1pp |
| Employer contribution / active EE | $1,161 | $1,755-33.8% | $2,428-52.2% | $2,343-50.4% |
| Participant deferral / active EE | $912 | $2,987-69.5% | $3,706-75.4% | $3,332-72.6% |
| Admin fee / account holder | $1,197 | $4,512-73.5% | $5,608-78.7% | $4,645-74.2% |