Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $112,602 | $172,111-34.6% | $150,298-25.1% | $137,256-18.0% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 19.93% | 69.37%-49.4pp | 62.79%-42.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,623 | $4,636-65.0% | $4,154-60.9% | $4,156-60.9% |
| Participant deferral / active EE | $1,560 | $6,166-74.7% | $5,453-71.4% | $6,407-75.7% |
| Admin fee / account holder | $17,983 | $16,471+9.2% | $14,116+27.4% | $12,270+46.6% |