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 | $79,454 | $78,423+1.3% | $95,964-17.2% | $79,856-0.5% |
| Participation rate | 96.3% | 73.5%+22.8pp | 77.1%+19.2pp | 69.6%+26.7pp |
| Annual return | 14.76% | 19.37%-4.6pp | 91.64%-76.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,083 | $1,945-44.3% | $2,541-57.4% | $2,471-56.2% |
| Participant deferral / active EE | $1,249 | $3,440-63.7% | $4,167-70.0% | $3,741-66.6% |
| Admin fee / account holder | $419 | $5,622-92.6% | $6,797-93.8% | $5,306-92.1% |