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 | $150,225 | $148,582+1.1% | $135,942+10.5% | $139,456+7.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.04% | 79.26%-60.2pp | 68.28%-49.2pp | 373.45%-354.4pp |
| Employer contribution / active EE | $1,784 | $5,245-66.0% | $4,858-63.3% | $4,753-62.5% |
| Participant deferral / active EE | $2,382 | $8,101-70.6% | $7,759-69.3% | $6,711-64.5% |
| Admin fee / account holder | $1,409 | $12,402-88.6% | $10,764-86.9% | $11,407-87.7% |