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 | $122,761 | $99,994+22.8% | $146,643-16.3% | $85,847+43.0% |
| Participation rate | 97.6% | 73.1%+24.5pp | 80.1%+17.5pp | 69.3%+28.2pp |
| Annual return | 15.16% | 18.93%-3.8pp | 22.75%-7.6pp | 318.61%-303.4pp |
| Employer contribution / active EE | $6,221 | $2,559+143.1% | $4,137+50.4% | $2,565+142.5% |
| Participant deferral / active EE | $624 | $4,006-84.4% | $5,506-88.7% | $3,952-84.2% |
| Admin fee / account holder | $17,984 | $7,703+133.5% | $10,280+74.9% | $6,261+187.3% |