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 | $93,905 | $198,457-52.7% | $170,435-44.9% | $147,586-36.4% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 13.32% | 257.30%-244.0pp | 205.94%-192.6pp | 578.59%-565.3pp |
| Employer contribution / active EE | $7,683 | $6,183+24.3% | $5,432+41.4% | $4,876+57.5% |
| Participant deferral / active EE | $785 | $5,629-86.1% | $4,939-84.1% | $5,439-85.6% |
| Admin fee / account holder | $997 | $16,852-94.1% | $13,881-92.8% | $10,886-90.8% |