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 | $43,800 | $138,385-68.3% | $184,243-76.2% | $80,925-45.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 11.26% | 20.02%-8.8pp | 28.82%-17.6pp | 35.65%-24.4pp |
| Employer contribution / active EE | $2,158 | $4,851-55.5% | $6,427-66.4% | $2,756-21.7% |
| Participant deferral / active EE | $1,707 | $7,075-75.9% | $9,132-81.3% | $4,299-60.3% |
| Admin fee / account holder | $1,698 | $10,489-83.8% | $13,914-87.8% | $6,940-75.5% |