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 | $111,935 | $251,004-55.4% | $191,597-41.6% | $138,895-19.4% |
| Participation rate | 78.6% | 82.4%-3.8pp | 76.9%+1.6pp | 79.9%-1.3pp |
| Annual return | 18.04% | 31.05%-13.0pp | 27.07%-9.0pp | 145.39%-127.4pp |
| Employer contribution / active EE | $0 | $6,226-100.0% | $5,025-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,249 | $8,154-72.4% | $6,850-67.2% | $6,396-64.8% |
| Admin fee / account holder | $12,411 | $31,471-60.6% | $22,799-45.6% | $12,562-1.2% |