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 | $50,767 | $67,602-24.9% | $82,312-38.3% | $70,126-27.6% |
| Participation rate | 76.1% | 72.8%+3.3pp | 76.9%-0.8pp | 69.5%+6.5pp |
| Annual return | 15.61% | 21.57%-6.0pp | 25.88%-10.3pp | 73.15%-57.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,146 | $2,987-61.6% | $3,706-69.1% | $3,332-65.6% |
| Admin fee / account holder | $6,526 | $4,512+44.7% | $5,608+16.4% | $4,645+40.5% |