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 | $72,318 | $146,267-50.6% | $197,124-63.3% | $82,448-12.3% |
| Participation rate | 95.0% | 84.0%+11.0pp | 86.7%+8.3pp | 68.1%+26.9pp |
| Annual return | 14.35% | 29.61%-15.3pp | 44.34%-30.0pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,909 | $4,723-59.6% | $6,227-69.3% | $2,551-25.2% |
| Participant deferral / active EE | $3,057 | $7,035-56.6% | $9,135-66.5% | $4,139-26.2% |
| Admin fee / account holder | $5,189 | $14,422-64.0% | $16,298-68.2% | $7,234-28.3% |