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 | $112,288 | $54,162+107.3% | $68,612+63.7% | $64,173+75.0% |
| Participation rate | 86.5% | 68.1%+18.4pp | 72.2%+14.2pp | 69.6%+16.9pp |
| Annual return | 5.23% | -1.62%+6.8pp | -4.63%+9.9pp | 7.63%-2.4pp |
| Employer contribution / active EE | $2,424 | $1,846+31.3% | $2,625-7.7% | $2,381+1.8% |
| Participant deferral / active EE | $866 | $2,626-67.0% | $3,311-73.9% | $3,470-75.0% |
| Admin fee / account holder | $2,695 | $4,029-33.1% | $5,131-47.5% | $4,887-44.8% |