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 | $47,895 | $58,587-18.2% | $83,322-42.5% | $64,173-25.4% |
| Participation rate | 92.0% | 72.0%+20.0pp | 77.8%+14.2pp | 69.6%+22.4pp |
| Annual return | -5.06% | 9.65%-14.7pp | 10.64%-15.7pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,065 | $2,098+46.1% | $3,379-9.3% | $2,381+28.7% |
| Participant deferral / active EE | $1,568 | $4,654-66.3% | $5,565-71.8% | $3,470-54.8% |
| Admin fee / account holder | $10,150 | $9,279+9.4% | $7,540+34.6% | $4,887+107.7% |