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 | $37,734 | $89,259-57.7% | $107,187-64.8% | $82,637-54.3% |
| Participation rate | 79.5% | 67.9%+11.6pp | 75.0%+4.5pp | 68.1%+11.4pp |
| Annual return | 14.51% | 21.02%-6.5pp | 204.55%-190.0pp | 53.51%-39.0pp |
| Employer contribution / active EE | $2,612 | $3,080-15.2% | $3,782-31.0% | $2,552+2.3% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,905 | $7,381-74.2% | $9,162-79.2% | $7,339-74.0% |