Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $242,654 | $86,949+179.1% | $102,460+136.8% | $80,959+199.7% |
| Participation rate | 75.7% | 72.4%+3.3pp | 76.5%-0.8pp | 67.7%+8.0pp |
| Annual return | 18.31% | 18.89%-0.6pp | 29.47%-11.2pp | 35.67%-17.4pp |
| Employer contribution / active EE | $3,373 | $2,370+42.3% | $3,025+11.5% | $2,757+22.3% |
| Participant deferral / active EE | $169 | $4,121-95.9% | $5,056-96.6% | $4,300-96.1% |
| Admin fee / account holder | $5,827 | $8,048-27.6% | $9,460-38.4% | $6,925-15.9% |