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 | $121,223 | $157,829-23.2% | $136,867-11.4% | $198,609-39.0% |
| Participation rate | 80.0% | 77.2%+2.8pp | 74.5%+5.5pp | 82.4%-2.4pp |
| Annual return | 6.27% | 51.25%-45.0pp | 42.97%-36.7pp | 202.70%-196.4pp |
| Employer contribution / active EE | $3,808 | $3,923-2.9% | $3,547+7.4% | $5,055-24.7% |
| Participant deferral / active EE | $690 | $5,463-87.4% | $4,924-86.0% | $6,977-90.1% |
| Admin fee / account holder | $83,591 | $11,107+652.6% | $10,340+708.4% | $19,030+339.2% |