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 | $67,057 | $138,393-51.5% | $184,256-63.6% | $80,959-17.2% |
| Participation rate | 80.8% | 83.9%-3.1pp | 86.8%-6.1pp | 67.7%+13.1pp |
| Annual return | 12.53% | 20.01%-7.5pp | 28.85%-16.3pp | 35.67%-23.1pp |
| Employer contribution / active EE | $3,555 | $4,847-26.7% | $6,427-44.7% | $2,757+28.9% |
| Participant deferral / active EE | $2,869 | $7,076-59.5% | $9,133-68.6% | $4,300-33.3% |
| Admin fee / account holder | $2,499 | $10,489-76.2% | $13,899-82.0% | $6,925-63.9% |