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 | $136,051 | $181,062-24.9% | $158,223-14.0% | $155,188-12.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 23.24% | 57.39%-34.1pp | 52.09%-28.8pp | 148.84%-125.6pp |
| Employer contribution / active EE | $1,125 | $4,565-75.4% | $4,109-72.6% | $4,248-73.5% |
| Participant deferral / active EE | $1,565 | $6,134-74.5% | $5,467-71.4% | $6,531-76.0% |
| Admin fee / account holder | $702 | $18,825-96.3% | $16,047-95.6% | $14,480-95.2% |