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 | $98,913 | $104,098-5.0% | $140,514-29.6% | $94,015+5.2% |
| Participation rate | 88.0% | 73.7%+14.3pp | 77.8%+10.2pp | 70.8%+17.2pp |
| Annual return | 10.23% | 15.14%-4.9pp | 14.36%-4.1pp | 17.84%-7.6pp |
| Employer contribution / active EE | $1,317 | $2,388-44.8% | $3,378-61.0% | $2,790-52.8% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $12,074 | $10,439+15.7% | $13,697-11.9% | $8,951+34.9% |