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 | $47,598 | $86,922-45.2% | $102,438-53.5% | $80,874-41.1% |
| Participation rate | 80.9% | 72.4%+8.5pp | 76.5%+4.4pp | 67.6%+13.3pp |
| Annual return | 10.91% | 18.90%-8.0pp | 29.37%-18.5pp | 35.62%-24.7pp |
| Employer contribution / active EE | $3,192 | $2,369+34.7% | $3,024+5.6% | $2,756+15.8% |
| Participant deferral / active EE | $648 | $4,119-84.3% | $5,054-87.2% | $4,297-84.9% |
| Admin fee / account holder | $2,793 | $8,050-65.3% | $9,448-70.4% | $6,935-59.7% |