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 | $84,560 | $146,267-42.2% | $197,124-57.1% | $82,448+2.6% |
| Participation rate | 83.1% | 84.0%-1.0pp | 86.7%-3.7pp | 68.1%+15.0pp |
| Annual return | 14.44% | 29.61%-15.2pp | 44.34%-29.9pp | 41.64%-27.2pp |
| Employer contribution / active EE | $2,203 | $4,723-53.4% | $6,227-64.6% | $2,551-13.6% |
| Participant deferral / active EE | $2,947 | $7,035-58.1% | $9,135-67.7% | $4,139-28.8% |
| Admin fee / account holder | $4,128 | $14,422-71.4% | $16,298-74.7% | $7,234-42.9% |