Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $71,076 | $87,106-18.4% | $105,607-32.7% | $80,935-12.2% |
| Participation rate | 73.3% | 70.4%+2.9pp | 75.3%-1.9pp | 67.7%+5.7pp |
| Annual return | 23.33% | 17.01%+6.3pp | 116.11%-92.8pp | 35.66%-12.3pp |
| Employer contribution / active EE | $1,482 | $2,396-38.2% | $3,167-53.2% | $2,757-46.2% |
| Participant deferral / active EE | $1,281 | $3,986-67.9% | $5,011-74.4% | $4,299-70.2% |
| Admin fee / account holder | $1,286 | $8,447-84.8% | $10,958-88.3% | $6,924-81.4% |