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 | $78,733 | $91,559-14.0% | $133,971-41.2% | $79,852-1.4% |
| Participation rate | 72.0% | 73.3%-1.3pp | 79.8%-7.8pp | 69.6%+2.4pp |
| Annual return | 18.92% | 61.85%-42.9pp | 45.09%-26.2pp | 31.72%-12.8pp |
| Employer contribution / active EE | $657 | $2,384-72.4% | $3,919-83.2% | $2,471-73.4% |
| Participant deferral / active EE | $1,635 | $3,734-56.2% | $5,047-67.6% | $3,740-56.3% |
| Admin fee / account holder | $816 | $6,321-87.1% | $8,929-90.9% | $5,306-84.6% |