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 | $134,599 | $124,351+8.2% | $109,188+23.3% | $167,553-19.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 11.03% | 26.04%-15.0pp | 25.76%-14.7pp | 478.89%-467.9pp |
| Employer contribution / active EE | $7,461 | $4,210+77.2% | $3,723+100.4% | $4,840+54.2% |
| Participant deferral / active EE | $788 | $5,257-85.0% | $4,654-83.1% | $6,343-87.6% |
| Admin fee / account holder | $1,715 | $7,975-78.5% | $6,755-74.6% | $12,316-86.1% |