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 | $141,711 | $157,304-9.9% | $141,197+0.4% | $152,909-7.3% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 19.23% | 64.34%-45.1pp | 71.41%-52.2pp | 345.46%-326.2pp |
| Employer contribution / active EE | $1,075 | $5,263-79.6% | $4,736-77.3% | $4,764-77.4% |
| Participant deferral / active EE | $2,258 | $7,111-68.2% | $6,710-66.3% | $5,851-61.4% |
| Admin fee / account holder | $657 | $12,126-94.6% | $10,265-93.6% | $11,601-94.3% |