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 | $179,526 | $153,769+16.8% | $133,975+34.0% | $273,972-34.5% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.1%+2.9pp | 83.0%+7.0pp |
| Annual return | 3.71% | 36.51%-32.8pp | 29.29%-25.6pp | 41.46%-37.7pp |
| Employer contribution / active EE | $5,500 | $6,029-8.8% | $5,211+5.5% | $4,869+13.0% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,102 | $11,765-48.1% | $9,324-34.6% | $10,133-39.8% |