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 | $80,139 | $95,404-16.0% | $113,397-29.3% | $82,637-3.0% |
| Participation rate | 97.8% | 72.8%+25.0pp | 76.5%+21.3pp | 68.1%+29.8pp |
| Annual return | 18.72% | 19.08%-0.4pp | 23.20%-4.5pp | 53.51%-34.8pp |
| Employer contribution / active EE | $3,261 | $2,307+41.4% | $2,977+9.5% | $2,552+27.8% |
| Participant deferral / active EE | $1,170 | $4,220-72.3% | $5,076-76.9% | $4,126-71.6% |
| Admin fee / account holder | $3,189 | $9,168-65.2% | $11,957-73.3% | $7,339-56.6% |