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 | $99,176 | $81,476+21.7% | $102,383-3.1% | $80,925+22.6% |
| Participation rate | 80.0% | 66.8%+13.2pp | 74.5%+5.5pp | 67.7%+12.3pp |
| Annual return | 18.45% | 25.59%-7.1pp | 24.94%-6.5pp | 35.65%-17.2pp |
| Employer contribution / active EE | $8,468 | $3,105+172.7% | $3,870+118.8% | $2,756+207.2% |
| Participant deferral / active EE | $1,392 | $3,871-64.0% | $5,060-72.5% | $4,299-67.6% |
| Admin fee / account holder | $10,629 | $6,717+58.2% | $8,391+26.7% | $6,940+53.1% |