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 | $63,744 | $197,637-67.7% | $177,848-64.2% | $158,982-59.9% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.7%+6.0pp | 82.0%+11.8pp |
| Annual return | 15.03% | 58.77%-43.7pp | 48.33%-33.3pp | 302.99%-288.0pp |
| Employer contribution / active EE | $1,904 | $6,698-71.6% | $5,919-67.8% | $4,763-60.0% |
| Participant deferral / active EE | $2,925 | $8,405-65.2% | $7,714-62.1% | $5,983-51.1% |
| Admin fee / account holder | $8,209 | $15,406-46.7% | $12,431-34.0% | $11,252-27.0% |