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 | $66,364 | $154,193-57.0% | $130,045-49.0% | $139,466-52.4% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 15.31% | 32.51%-17.2pp | -137.30%+152.6pp | 373.66%-358.4pp |
| Employer contribution / active EE | $1,283 | $5,292-75.8% | $4,321-70.3% | $4,754-73.0% |
| Participant deferral / active EE | $892 | $6,709-86.7% | $5,820-84.7% | $6,712-86.7% |
| Admin fee / account holder | $772 | $13,989-94.5% | $10,600-92.7% | $11,409-93.2% |