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 | $138,101 | $142,354-3.0% | $125,529+10.0% | $155,188-11.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 74.7%+0.3pp | 80.8%-5.8pp |
| Annual return | 12.67% | 306.06%-293.4pp | 202.56%-189.9pp | 148.84%-136.2pp |
| Employer contribution / active EE | $5,326 | $3,501+52.1% | $3,058+74.2% | $4,248+25.4% |
| Participant deferral / active EE | $394 | $5,491-92.8% | $4,813-91.8% | $6,531-94.0% |
| Admin fee / account holder | $1,751 | $19,392-91.0% | $16,298-89.3% | $14,480-87.9% |