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 | $138,237 | $106,749+29.5% | $145,433-4.9% | $82,448+67.7% |
| Participation rate | 78.9% | 75.6%+3.3pp | 82.1%-3.2pp | 68.1%+10.9pp |
| Annual return | 19.42% | 27.59%-8.2pp | 66.58%-47.2pp | 41.64%-22.2pp |
| Employer contribution / active EE | $17,277 | $3,444+401.6% | $4,554+279.3% | $2,551+577.3% |
| Participant deferral / active EE | $182 | $6,519-97.2% | $7,897-97.7% | $4,139-95.6% |
| Admin fee / account holder | $2,395 | $8,390-71.5% | $13,129-81.8% | $7,234-66.9% |