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 | $100,967 | $106,749-5.4% | $145,433-30.6% | $82,448+22.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.85% | 27.59%-8.7pp | 66.58%-47.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,448 | $3,444-58.0% | $4,554-68.2% | $2,551-43.2% |
| Participant deferral / active EE | $1,838 | $6,519-71.8% | $7,897-76.7% | $4,139-55.6% |
| Admin fee / account holder | $4,864 | $8,390-42.0% | $13,129-63.0% | $7,234-32.8% |