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 | $117,359 | $138,385-15.2% | $184,243-36.3% | $80,925+45.0% |
| Participation rate | 84.1% | 83.9%+0.2pp | 86.8%-2.8pp | 67.7%+16.4pp |
| Annual return | 17.79% | 20.02%-2.2pp | 28.82%-11.0pp | 35.65%-17.9pp |
| Employer contribution / active EE | $3,795 | $4,851-21.8% | $6,427-40.9% | $2,756+37.7% |
| Participant deferral / active EE | $607 | $7,075-91.4% | $9,132-93.4% | $4,299-85.9% |
| Admin fee / account holder | $12,295 | $10,489+17.2% | $13,914-11.6% | $6,940+77.2% |