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 | $168,960 | $101,795+66.0% | $165,100+2.3% | $80,959+108.7% |
| Participation rate | 96.6% | 71.8%+24.7pp | 78.6%+17.9pp | 67.7%+28.9pp |
| Annual return | 13.86% | 16.73%-2.9pp | 70.21%-56.3pp | 35.67%-21.8pp |
| Employer contribution / active EE | $5,670 | $2,954+92.0% | $4,348+30.4% | $2,757+105.6% |
| Participant deferral / active EE | $1,516 | $4,476-66.1% | $6,035-74.9% | $4,300-64.8% |
| Admin fee / account holder | $14,120 | $8,221+71.8% | $12,696+11.2% | $6,925+103.9% |