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 | $102,678 | $80,992+26.8% | $96,534+6.4% | $75,173+36.6% |
| Participation rate | 78.6% | 71.8%+6.8pp | 76.0%+2.6pp | 67.2%+11.4pp |
| Annual return | 13.50% | 27.05%-13.6pp | 25.88%-12.4pp | 160.72%-147.2pp |
| Employer contribution / active EE | $1,523 | $2,283-33.3% | $2,965-48.6% | $2,671-43.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $40,609 | $6,717+504.6% | $8,253+392.0% | $5,651+618.7% |