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 | $170,027 | $185,312-8.2% | $161,489+5.3% | $154,746+9.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.72% | 103.84%-91.1pp | 89.72%-77.0pp | 172.34%-159.6pp |
| Employer contribution / active EE | $3,376 | $4,769-29.2% | $4,268-20.9% | $4,379-22.9% |
| Participant deferral / active EE | $1,945 | $6,350-69.4% | $5,630-65.4% | $6,730-71.1% |
| Admin fee / account holder | $4,633 | $18,654-75.2% | $16,006-71.1% | $14,365-67.7% |