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 | $36,958 | $100,194-63.1% | $122,979-69.9% | $86,983-57.5% |
| Participation rate | 70.0% | 73.0%-3.0pp | 77.2%-7.2pp | 69.5%+0.5pp |
| Annual return | 14.93% | 16.47%-1.5pp | 20.12%-5.2pp | 25.83%-10.9pp |
| Employer contribution / active EE | $1,180 | $2,326-49.2% | $3,062-61.5% | $2,584-54.3% |
| Participant deferral / active EE | $1,758 | $4,133-57.5% | $5,003-64.9% | $4,194-58.1% |
| Admin fee / account holder | $714 | $10,148-93.0% | $12,864-94.4% | $7,856-90.9% |