Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $167,263 | $86,938+92.4% | $102,423+63.3% | $80,925+106.7% |
| Participation rate | 98.3% | 72.4%+25.9pp | 76.5%+21.8pp | 67.7%+30.6pp |
| Annual return | 26.15% | 18.89%+7.3pp | 29.42%-3.3pp | 35.65%-9.5pp |
| Employer contribution / active EE | $2,385 | $2,369+0.7% | $3,023-21.1% | $2,756-13.5% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,753 | $8,053-78.2% | $9,455-81.5% | $6,940-74.7% |