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 | $52,706 | $138,393-61.9% | $184,256-71.4% | $80,959-34.9% |
| Participation rate | 92.5% | 83.9%+8.6pp | 86.8%+5.7pp | 67.7%+24.9pp |
| Annual return | 13.72% | 20.01%-6.3pp | 28.85%-15.1pp | 35.67%-21.9pp |
| Employer contribution / active EE | $1,547 | $4,847-68.1% | $6,427-75.9% | $2,757-43.9% |
| Participant deferral / active EE | $1,904 | $7,076-73.1% | $9,133-79.2% | $4,300-55.7% |
| Admin fee / account holder | $1,381 | $10,489-86.8% | $13,899-90.1% | $6,925-80.1% |