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 | $36,939 | $161,352-77.1% | $134,172-72.5% | $137,256-73.1% |
| Participation rate | 85.7% | 78.3%+7.4pp | 72.5%+13.2pp | 80.0%+5.8pp |
| Annual return | 19.60% | 28.72%-9.1pp | 25.30%-5.7pp | 220.34%-200.7pp |
| Employer contribution / active EE | $3,245 | $4,099-20.8% | $3,420-5.1% | $4,156-21.9% |
| Participant deferral / active EE | $608 | $5,552-89.0% | $4,690-87.0% | $6,407-90.5% |
| Admin fee / account holder | $366 | $15,028-97.6% | $12,016-97.0% | $12,270-97.0% |