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 | $29,646 | $106,524-72.2% | $152,301-80.5% | $87,485-66.1% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.4%-12.4pp | 68.9%+1.1pp |
| Annual return | 15.93% | 26.89%-11.0pp | 80.50%-64.6pp | 26.06%-10.1pp |
| Employer contribution / active EE | $1,101 | $3,371-67.3% | $4,624-76.2% | $2,596-57.6% |
| Participant deferral / active EE | $2,122 | $6,525-67.5% | $8,004-73.5% | $4,274-50.4% |
| Admin fee / account holder | $10,365 | $8,287+25.1% | $14,398-28.0% | $7,775+33.3% |