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 | $40,749 | $104,251-60.9% | $91,004-55.2% | $147,586-72.4% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.6%-4.2pp | 82.8%-11.4pp |
| Annual return | 15.95% | 27.06%-11.1pp | 4.60%+11.3pp | 578.59%-562.6pp |
| Employer contribution / active EE | $504 | $3,116-83.8% | $2,456-79.5% | $4,876-89.7% |
| Participant deferral / active EE | $1,009 | $4,195-76.0% | $3,548-71.6% | $5,439-81.5% |
| Admin fee / account holder | $505 | $8,948-94.4% | $5,417-90.7% | $10,886-95.4% |