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 | $107,491 | $86,298+24.6% | $111,308-3.4% | $85,847+25.2% |
| Participation rate | 91.1% | 73.3%+17.8pp | 77.3%+13.8pp | 69.3%+21.8pp |
| Annual return | 12.89% | 19.99%-7.1pp | 54.67%-41.8pp | 318.61%-305.7pp |
| Employer contribution / active EE | $4,501 | $2,044+120.2% | $2,732+64.8% | $2,565+75.5% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,620 | $8,189-7.0% | $7,965-4.3% | $6,261+21.7% |