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 | $27,701 | $84,953-67.4% | $163,379-83.0% | $82,637-66.5% |
| Participation rate | 80.0% | 65.9%+14.1pp | 76.8%+3.2pp | 68.1%+11.9pp |
| Annual return | 13.54% | 23.07%-9.5pp | 63.41%-49.9pp | 53.51%-40.0pp |
| Employer contribution / active EE | $2,838 | $2,183+30.0% | $3,752-24.4% | $2,552+11.2% |
| Participant deferral / active EE | $1,230 | $4,326-71.6% | $6,282-80.4% | $4,126-70.2% |
| Admin fee / account holder | $5,936 | $7,921-25.1% | $9,818-39.5% | $7,339-19.1% |