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 | $243,402 | $127,386+91.1% | $115,037+111.6% | $125,393+94.1% |
| Participation rate | 72.2% | 84.2%-11.9pp | 81.4%-9.1pp | 83.2%-11.0pp |
| Annual return | 1.54% | 31.28%-29.7pp | 26.14%-24.6pp | 282.23%-280.7pp |
| Employer contribution / active EE | $2,103 | $5,166-59.3% | $4,608-54.4% | $4,866-56.8% |
| Participant deferral / active EE | $1,376 | $6,423-78.6% | $6,026-77.2% | $5,351-74.3% |
| Admin fee / account holder | $20,871 | $9,516+119.3% | $8,175+155.3% | $9,541+118.8% |