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 | $80,869 | $135,905-40.5% | $126,068-35.9% | $198,609-59.3% |
| Participation rate | 76.9% | 85.6%-8.7pp | 84.7%-7.8pp | 82.4%-5.5pp |
| Annual return | 3.00% | 14.07%-11.1pp | 15.01%-12.0pp | 202.70%-199.7pp |
| Employer contribution / active EE | $1,658 | $4,245-60.9% | $3,968-58.2% | $5,055-67.2% |
| Participant deferral / active EE | $2,443 | $8,523-71.3% | $8,214-70.3% | $6,977-65.0% |
| Admin fee / account holder | $15,103 | $21,036-28.2% | $18,264-17.3% | $19,030-20.6% |