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 | $86,168 | $82,523+4.4% | $115,752-25.6% | $70,126+22.9% |
| Participation rate | 97.9% | 74.0%+23.9pp | 77.8%+20.1pp | 69.5%+28.3pp |
| Annual return | 16.48% | 28.22%-11.7pp | 19.41%-2.9pp | 73.15%-56.7pp |
| Employer contribution / active EE | $3,027 | $2,758+9.8% | $3,492-13.3% | $2,343+29.2% |
| Participant deferral / active EE | $0 | $4,062-100.0% | $5,204-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,211 | $4,552+14.5% | $6,278-17.0% | $4,645+12.2% |