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 | $86,209 | $94,436-8.7% | $115,599-25.4% | $82,637+4.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.3%+25.7pp | 68.1%+31.9pp |
| Annual return | 15.04% | 18.37%-3.3pp | 111.10%-96.1pp | 53.51%-38.5pp |
| Employer contribution / active EE | $1,923 | $2,324-17.2% | $2,955-34.9% | $2,552-24.6% |
| Participant deferral / active EE | $1,085 | $3,955-72.6% | $4,889-77.8% | $4,126-73.7% |
| Admin fee / account holder | $7,649 | $10,328-25.9% | $12,841-40.4% | $7,339+4.2% |