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 | $80,040 | $77,574+3.2% | $108,753-26.4% | $86,983-8.0% |
| Participation rate | 90.5% | 62.3%+28.2pp | 71.1%+19.4pp | 69.5%+21.0pp |
| Annual return | 14.57% | 18.42%-3.8pp | 37.47%-22.9pp | 25.83%-11.3pp |
| Employer contribution / active EE | $731 | $1,611-54.6% | $2,427-69.9% | $2,584-71.7% |
| Participant deferral / active EE | $992 | $3,128-68.3% | $4,115-75.9% | $4,194-76.4% |
| Admin fee / account holder | $14,122 | $6,529+116.3% | $10,320+36.8% | $7,856+79.8% |