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 | $88,027 | $73,988+19.0% | $96,538-8.8% | $75,177+17.1% |
| Participation rate | 80.4% | 66.4%+14.0pp | 74.3%+6.0pp | 67.2%+13.2pp |
| Annual return | 31.91% | 26.73%+5.2pp | 35.74%-3.8pp | 160.75%-128.8pp |
| Employer contribution / active EE | $4,785 | $2,930+63.3% | $3,740+27.9% | $2,671+79.1% |
| Participant deferral / active EE | $956 | $3,660-73.9% | $4,880-80.4% | $4,126-76.8% |
| Admin fee / account holder | $3,922 | $5,220-24.9% | $6,737-41.8% | $5,651-30.6% |