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 | $60,511 | $87,834-31.1% | $133,975-54.8% | $62,881-3.8% |
| Participation rate | 98.0% | 83.4%+14.7pp | 87.1%+11.0pp | 69.3%+28.7pp |
| Annual return | 26.65% | 12.05%+14.6pp | 29.29%-2.6pp | 20.14%+6.5pp |
| Employer contribution / active EE | $2,075 | $3,482-40.4% | $5,211-60.2% | $2,281-9.0% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,960 | $5,372+29.6% | $9,324-25.4% | $4,296+62.0% |