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 | $206,255 | $167,522+23.1% | $151,639+36.0% | $134,532+53.3% |
| Participation rate | 76.9% | 88.4%-11.5pp | 87.5%-10.6pp | 81.2%-4.3pp |
| Annual return | 0.74% | 7.81%-7.1pp | 3.34%-2.6pp | 418.27%-417.5pp |
| Employer contribution / active EE | $19,788 | $6,828+189.8% | $6,165+221.0% | $4,741+317.4% |
| Participant deferral / active EE | $2,381 | $8,986-73.5% | $8,363-71.5% | $6,401-62.8% |
| Admin fee / account holder | $803 | $13,780-94.2% | $11,613-93.1% | $11,429-93.0% |