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 | $217,558 | $93,617+132.4% | $135,982+60.0% | $75,177+189.4% |
| Participation rate | 81.8% | 75.2%+6.6pp | 81.9%-0.1pp | 67.2%+14.6pp |
| Annual return | 15.27% | 30.89%-15.6pp | 68.32%-53.1pp | 160.75%-145.5pp |
| Employer contribution / active EE | $6,479 | $3,538+83.1% | $4,859+33.3% | $2,671+142.6% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $12,434 | $6,980+78.2% | $10,767+15.5% | $5,651+120.0% |