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 | $53,210 | $138,312-61.5% | $122,979-56.7% | $155,188-65.7% |
| Participation rate | 75.0% | 80.2%-5.2pp | 77.2%-2.2pp | 80.8%-5.8pp |
| Annual return | 16.01% | 22.06%-6.1pp | 20.12%-4.1pp | 148.84%-132.8pp |
| Employer contribution / active EE | $925 | $3,530-73.8% | $3,062-69.8% | $4,248-78.2% |
| Participant deferral / active EE | $588 | $5,592-89.5% | $5,003-88.2% | $6,531-91.0% |
| Admin fee / account holder | $1,203 | $15,089-92.0% | $12,864-90.7% | $14,480-91.7% |