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 | $85,479 | $124,330-31.2% | $109,173-21.7% | $167,536-49.0% |
| Participation rate | 77.8% | 79.5%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 11.53% | 26.04%-14.5pp | 25.75%-14.2pp | 478.82%-467.3pp |
| Employer contribution / active EE | $3,290 | $4,209-21.8% | $3,723-11.6% | $4,839-32.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,891 | $7,974-76.3% | $6,755-72.0% | $12,315-84.6% |