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 | $210,993 | $108,825+93.9% | $156,181+35.1% | $82,448+155.9% |
| Participation rate | 88.1% | 72.4%+15.7pp | 78.8%+9.3pp | 68.1%+20.0pp |
| Annual return | 16.27% | 20.59%-4.3pp | 64.87%-48.6pp | 41.64%-25.4pp |
| Employer contribution / active EE | $5,069 | $2,870+76.6% | $4,294+18.1% | $2,551+98.7% |
| Participant deferral / active EE | $984 | $4,577-78.5% | $6,132-84.0% | $4,139-76.2% |
| Admin fee / account holder | $26,543 | $9,341+184.2% | $14,586+82.0% | $7,234+266.9% |