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 | $67,480 | $108,942-38.1% | $100,415-32.8% | $145,897-53.7% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 10.68% | 58.27%-47.6pp | 49.47%-38.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $782 | $4,422-82.3% | $3,943-80.2% | $4,663-83.2% |
| Participant deferral / active EE | $1,369 | $8,461-83.8% | $8,091-83.1% | $6,689-79.5% |
| Admin fee / account holder | $441 | $9,702-95.5% | $7,906-94.4% | $13,390-96.7% |