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 | $48,587 | $127,386-61.9% | $115,037-57.8% | $125,388-61.3% |
| Participation rate | 95.5% | 84.2%+11.3pp | 81.4%+14.1pp | 83.2%+12.3pp |
| Annual return | 1.81% | 31.28%-29.5pp | 26.14%-24.3pp | 282.24%-280.4pp |
| Employer contribution / active EE | $2,298 | $5,166-55.5% | $4,608-50.1% | $4,866-52.8% |
| Participant deferral / active EE | $1,328 | $6,423-79.3% | $6,026-78.0% | $5,352-75.2% |
| Admin fee / account holder | $3,394 | $9,516-64.3% | $8,175-58.5% | $9,541-64.4% |