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 | $76,453 | $56,544+35.2% | $75,501+1.3% | $70,126+9.0% |
| Participation rate | 85.2% | 68.1%+17.1pp | 72.4%+12.8pp | 69.5%+15.6pp |
| Annual return | 16.83% | 23.59%-6.8pp | 27.35%-10.5pp | 73.15%-56.3pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $745 | $2,580-71.1% | $3,142-76.3% | $3,332-77.7% |
| Admin fee / account holder | $1,026 | $3,827-73.2% | $5,801-82.3% | $4,645-77.9% |