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 | $97,278 | $100,792-3.5% | $86,691+12.2% | $134,509-27.7% |
| Participation rate | 94.7% | 78.9%+15.8pp | 76.6%+18.2pp | 81.2%+13.5pp |
| Annual return | 2.57% | 29.08%-26.5pp | 35.94%-33.4pp | 418.13%-415.6pp |
| Employer contribution / active EE | $3,947 | $3,491+13.1% | $2,837+39.1% | $4,741-16.7% |
| Participant deferral / active EE | $1,671 | $5,339-68.7% | $4,656-64.1% | $6,400-73.9% |
| Admin fee / account holder | $7,308 | $10,924-33.1% | $7,492-2.5% | $11,427-36.0% |