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 | $40,211 | $80,983-50.3% | $96,544-58.3% | $75,177-46.5% |
| Participation rate | 81.9% | 71.8%+10.2pp | 76.0%+6.0pp | 67.2%+14.7pp |
| Annual return | 26.06% | 27.05%-1.0pp | 25.88%+0.2pp | 160.75%-134.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,281 | $3,929-67.4% | $4,851-73.6% | $4,126-68.9% |
| Admin fee / account holder | $1,375 | $6,717-79.5% | $8,254-83.3% | $5,651-75.7% |