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 | $93,506 | $125,797-25.7% | $170,057-45.0% | $75,177+24.4% |
| Participation rate | 95.6% | 83.6%+12.0pp | 87.0%+8.6pp | 67.2%+28.4pp |
| Annual return | 21.31% | 27.20%-5.9pp | 53.42%-32.1pp | 160.75%-139.4pp |
| Employer contribution / active EE | $4,252 | $4,616-7.9% | $6,790-37.4% | $2,671+59.2% |
| Participant deferral / active EE | $709 | $6,838-89.6% | $10,411-93.2% | $4,126-82.8% |
| Admin fee / account holder | $2,351 | $8,177-71.2% | $12,826-81.7% | $5,651-58.4% |