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 | $76,834+4.2% | $108,359-26.1% | $87,485-8.5% |
| Participation rate | 90.5% | 61.7%+28.8pp | 70.1%+20.4pp | 68.9%+21.6pp |
| Annual return | 14.57% | 19.09%-4.5pp | 36.89%-22.3pp | 26.06%-11.5pp |
| Employer contribution / active EE | $731 | $1,556-53.0% | $2,399-69.5% | $2,596-71.8% |
| Participant deferral / active EE | $992 | $3,100-68.0% | $4,137-76.0% | $4,274-76.8% |
| Admin fee / account holder | $14,122 | $6,537+116.0% | $9,741+45.0% | $7,775+81.6% |