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 | $128,531 | $86,949+47.8% | $102,460+25.4% | $80,959+58.8% |
| Participation rate | 73.9% | 72.4%+1.5pp | 76.5%-2.6pp | 67.7%+6.2pp |
| Annual return | 13.37% | 18.89%-5.5pp | 29.47%-16.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $1,850 | $2,370-21.9% | $3,025-38.8% | $2,757-32.9% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $7,876 | $8,048-2.1% | $9,460-16.7% | $6,925+13.7% |