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 | $74,164 | $209,336-64.6% | $197,124-62.4% | $137,256-46.0% |
| Participation rate | 90.5% | 87.3%+3.2pp | 86.7%+3.8pp | 80.0%+10.5pp |
| Annual return | 15.22% | 48.09%-32.9pp | 44.34%-29.1pp | 220.34%-205.1pp |
| Employer contribution / active EE | $3,818 | $6,591-42.1% | $6,227-38.7% | $4,156-8.1% |
| Participant deferral / active EE | $1,326 | $9,614-86.2% | $9,135-85.5% | $6,407-79.3% |
| Admin fee / account holder | $9,007 | $17,308-48.0% | $16,298-44.7% | $12,270-26.6% |