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 | $57,300 | $87,037-34.2% | $106,201-46.0% | $80,874-29.1% |
| Participation rate | 98.2% | 70.4%+27.7pp | 75.3%+22.9pp | 67.6%+30.5pp |
| Annual return | 11.25% | 17.05%-5.8pp | 116.26%-105.0pp | 35.62%-24.4pp |
| Employer contribution / active EE | $2,346 | $2,396-2.1% | $3,170-26.0% | $2,756-14.9% |
| Participant deferral / active EE | $1,410 | $3,986-64.6% | $5,012-71.9% | $4,297-67.2% |
| Admin fee / account holder | $486 | $8,434-94.2% | $11,039-95.6% | $6,935-93.0% |