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 | $155,395 | $138,312+12.4% | $122,979+26.4% | $155,188+0.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 10.74% | 22.06%-11.3pp | 20.12%-9.4pp | 148.84%-138.1pp |
| Employer contribution / active EE | $2,667 | $3,530-24.5% | $3,062-12.9% | $4,248-37.2% |
| Participant deferral / active EE | $286 | $5,592-94.9% | $5,003-94.3% | $6,531-95.6% |
| Admin fee / account holder | $1,801 | $15,089-88.1% | $12,864-86.0% | $14,480-87.6% |