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 | $14,919 | $81,276-81.6% | $155,574-90.4% | $80,925-81.6% |
| Participation rate | 93.0% | 66.2%+26.8pp | 78.2%+14.8pp | 67.7%+25.4pp |
| Annual return | 20.89% | 33.36%-12.5pp | 64.87%-44.0pp | 35.65%-14.8pp |
| Employer contribution / active EE | $1,700 | $3,103-45.2% | $4,676-63.6% | $2,756-38.3% |
| Participant deferral / active EE | $800 | $3,453-76.8% | $5,629-85.8% | $4,299-81.4% |
| Admin fee / account holder | $743 | $7,993-90.7% | $15,914-95.3% | $6,940-89.3% |