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 | $79,038 | $86,298-8.4% | $111,308-29.0% | $85,847-7.9% |
| Participation rate | 72.7% | 73.3%-0.6pp | 77.3%-4.6pp | 69.3%+3.4pp |
| Annual return | 21.97% | 19.99%+2.0pp | 54.67%-32.7pp | 318.61%-296.6pp |
| Employer contribution / active EE | $1,855 | $2,044-9.3% | $2,732-32.1% | $2,565-27.7% |
| Participant deferral / active EE | $1,630 | $3,641-55.2% | $4,487-63.7% | $3,952-58.8% |
| Admin fee / account holder | $31,552 | $8,189+285.3% | $7,965+296.1% | $6,261+404.0% |