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 | $55,442 | $117,859-53.0% | $102,438-45.9% | $145,959-62.0% |
| Participation rate | 81.0% | 78.6%+2.4pp | 76.5%+4.5pp | 80.3%+0.7pp |
| Annual return | 13.50% | 31.72%-18.2pp | 29.37%-15.9pp | 561.95%-548.4pp |
| Employer contribution / active EE | $2,127 | $3,615-41.2% | $3,024-29.6% | $4,661-54.4% |
| Participant deferral / active EE | $1,629 | $5,732-71.6% | $5,054-67.8% | $6,689-75.6% |
| Admin fee / account holder | $558 | $13,318-95.8% | $9,448-94.1% | $13,398-95.8% |