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 | $37,237 | $72,272-48.5% | $101,264-63.2% | $79,858-53.4% |
| Participation rate | 92.0% | 68.5%+23.6pp | 75.8%+16.2pp | 69.6%+22.4pp |
| Annual return | 10.65% | 22.30%-11.6pp | 46.48%-35.8pp | 31.72%-21.1pp |
| Employer contribution / active EE | $15,058 | $2,692+459.4% | $3,660+311.4% | $2,471+509.4% |
| Participant deferral / active EE | $188 | $3,282-94.3% | $4,370-95.7% | $3,740-95.0% |
| Admin fee / account holder | $5,642 | $4,401+28.2% | $5,947-5.1% | $5,306+6.3% |