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 | $62,806 | $162,821-61.4% | $133,978-53.1% | $158,982-60.5% |
| Participation rate | 95.5% | 83.2%+12.2pp | 79.8%+15.6pp | 82.0%+13.5pp |
| Annual return | 16.48% | 41.95%-25.5pp | 45.10%-28.6pp | 302.99%-286.5pp |
| Employer contribution / active EE | $1,591 | $4,976-68.0% | $3,919-59.4% | $4,763-66.6% |
| Participant deferral / active EE | $764 | $5,910-87.1% | $5,047-84.9% | $5,983-87.2% |
| Admin fee / account holder | $893 | $11,742-92.4% | $8,930-90.0% | $11,252-92.1% |