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 | $49,910 | $125,797-60.3% | $170,057-70.7% | $75,177-33.6% |
| Participation rate | 86.0% | 83.6%+2.4pp | 87.0%-1.0pp | 67.2%+18.8pp |
| Annual return | 17.30% | 27.20%-9.9pp | 53.42%-36.1pp | 160.75%-143.5pp |
| Employer contribution / active EE | $1,935 | $4,616-58.1% | $6,790-71.5% | $2,671-27.5% |
| Participant deferral / active EE | $2,554 | $6,838-62.6% | $10,411-75.5% | $4,126-38.1% |
| Admin fee / account holder | $8,050 | $8,177-1.5% | $12,826-37.2% | $5,651+42.5% |