Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $144,676 | $80,985+78.6% | $96,576+49.8% | $75,181+92.4% |
| Participation rate | 97.9% | 71.8%+26.1pp | 76.0%+21.9pp | 67.2%+30.7pp |
| Annual return | 13.36% | 27.05%-13.7pp | 25.87%-12.5pp | 160.69%-147.3pp |
| Employer contribution / active EE | $6,928 | $2,282+203.5% | $2,965+133.7% | $2,671+159.4% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,406 | $6,719+10.2% | $8,253-10.3% | $5,650+31.1% |