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 | $62,385 | $51,638+20.8% | $68,368-8.8% | $82,448-24.3% |
| Participation rate | 75.8% | 63.6%+12.1pp | 73.8%+2.0pp | 68.1%+7.7pp |
| Annual return | 17.02% | 37.53%-20.5pp | 292.57%-275.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,091 | $2,047-46.7% | $2,649-58.8% | $2,551-57.2% |
| Participant deferral / active EE | $465 | $2,914-84.1% | $4,123-88.7% | $4,139-88.8% |
| Admin fee / account holder | $1,903 | $4,643-59.0% | $5,150-63.1% | $7,234-73.7% |