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 | $44,281 | $86,922-49.1% | $102,438-56.8% | $80,874-45.2% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 11.45% | 18.90%-7.5pp | 29.37%-17.9pp | 35.62%-24.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,538 | $4,119-62.6% | $5,054-69.6% | $4,297-64.2% |
| Admin fee / account holder | $6,345 | $8,050-21.2% | $9,448-32.8% | $6,935-8.5% |