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 | $45,590 | $116,203-60.8% | $93,621-51.3% | $152,909-70.2% |
| Participation rate | 78.6% | 78.1%+0.5pp | 75.8%+2.7pp | 82.5%-3.9pp |
| Annual return | 18.96% | 35.96%-17.0pp | 32.76%-13.8pp | 345.46%-326.5pp |
| Employer contribution / active EE | $606 | $3,219-81.2% | $2,719-77.7% | $4,764-87.3% |
| Participant deferral / active EE | $703 | $4,605-84.7% | $4,070-82.7% | $5,851-88.0% |
| Admin fee / account holder | $2,529 | $10,751-76.5% | $7,890-67.9% | $11,601-78.2% |