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 | $47,626 | $83,898-43.2% | $133,346-64.3% | $94,015-49.3% |
| Participation rate | 96.0% | 63.4%+32.6pp | 72.8%+23.2pp | 70.8%+25.2pp |
| Annual return | 13.39% | 16.00%-2.6pp | 36.85%-23.5pp | 17.84%-4.5pp |
| Employer contribution / active EE | $1,708 | $1,821-6.2% | $2,853-40.1% | $2,790-38.8% |
| Participant deferral / active EE | $516 | $3,245-84.1% | $4,332-88.1% | $4,249-87.9% |
| Admin fee / account holder | $2,268 | $7,809-71.0% | $14,264-84.1% | $8,951-74.7% |