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 | $198,735 | $156,616+26.9% | $133,346+49.0% | $198,609+0.1% |
| Participation rate | 93.8% | 77.7%+16.0pp | 72.8%+20.9pp | 82.4%+11.4pp |
| Annual return | 7.13% | 44.25%-37.1pp | 36.85%-29.7pp | 202.70%-195.6pp |
| Employer contribution / active EE | $3,125 | $3,368-7.2% | $2,853+9.5% | $5,055-38.2% |
| Participant deferral / active EE | $1,489 | $4,920-69.7% | $4,332-65.6% | $6,977-78.7% |
| Admin fee / account holder | $6,378 | $17,468-63.5% | $14,264-55.3% | $19,030-66.5% |