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 | $140,295 | $58,587+139.5% | $83,322+68.4% | $64,173+118.6% |
| Participation rate | 82.4% | 72.0%+10.3pp | 77.8%+4.6pp | 69.6%+12.8pp |
| Annual return | 0.36% | 9.65%-9.3pp | 10.64%-10.3pp | 7.63%-7.3pp |
| Employer contribution / active EE | $2,646 | $2,098+26.1% | $3,379-21.7% | $2,381+11.1% |
| Participant deferral / active EE | $1,884 | $4,654-59.5% | $5,565-66.1% | $3,470-45.7% |
| Admin fee / account holder | $10,499 | $9,279+13.2% | $7,540+39.2% | $4,887+114.8% |