Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $117,002 | $162,812-28.1% | $133,971-12.7% | $158,966-26.4% |
| Participation rate | 90.5% | 83.2%+7.3pp | 79.8%+10.6pp | 82.0%+8.5pp |
| Annual return | 6.60% | 41.94%-35.3pp | 45.09%-38.5pp | 302.95%-296.3pp |
| Employer contribution / active EE | $6,783 | $4,976+36.3% | $3,919+73.1% | $4,762+42.4% |
| Participant deferral / active EE | $1,521 | $5,910-74.3% | $5,047-69.9% | $5,983-74.6% |
| Admin fee / account holder | $3,446 | $11,741-70.7% | $8,929-61.4% | $11,250-69.4% |