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 | $83,722 | $201,370-58.4% | $184,256-54.6% | $145,897-42.6% |
| Participation rate | 88.2% | 87.5%+0.7pp | 86.8%+1.4pp | 80.3%+7.9pp |
| Annual return | 10.22% | 29.05%-18.8pp | 28.85%-18.6pp | 552.29%-542.1pp |
| Employer contribution / active EE | $1,531 | $7,024-78.2% | $6,427-76.2% | $4,663-67.2% |
| Participant deferral / active EE | $2,431 | $9,808-75.2% | $9,133-73.4% | $6,689-63.7% |
| Admin fee / account holder | $1,966 | $16,364-88.0% | $13,899-85.9% | $13,390-85.3% |