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 | $56,676 | $174,379-67.5% | $152,093-62.7% | $138,895-59.2% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 13.71% | 74.86%-61.1pp | 66.36%-52.6pp | 145.39%-131.7pp |
| Employer contribution / active EE | $1,561 | $4,652-66.4% | $4,175-62.6% | $4,194-62.8% |
| Participant deferral / active EE | $1,264 | $6,159-79.5% | $5,451-76.8% | $6,396-80.2% |
| Admin fee / account holder | $7,583 | $16,880-55.1% | $14,497-47.7% | $12,562-39.6% |