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 | $39,355 | $52,279-24.7% | $89,435-56.0% | $79,856-50.7% |
| Participation rate | 98.6% | 57.5%+41.0pp | 68.0%+30.6pp | 69.6%+28.9pp |
| Annual return | 12.00% | 22.16%-10.2pp | 245.55%-233.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $2,014 | $1,572+28.2% | $2,587-22.1% | $2,471-18.5% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,873 | $3,356-14.4% | $4,884-41.2% | $5,306-45.9% |