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 | $121,236 | $110,137+10.1% | $161,149-24.8% | $82,637+46.7% |
| Participation rate | 97.2% | 72.4%+24.9pp | 78.8%+18.4pp | 68.1%+29.2pp |
| Annual return | 13.31% | 20.69%-7.4pp | 21.16%-7.8pp | 53.51%-40.2pp |
| Employer contribution / active EE | $9,124 | $2,856+219.5% | $4,360+109.3% | $2,552+257.5% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,362 | $9,467-53.9% | $15,194-71.3% | $7,339-40.6% |