Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $154,427 | $209,336-26.2% | $197,124-21.7% | $137,256+12.5% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 16.98% | 48.09%-31.1pp | 44.34%-27.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,805 | $6,591-72.6% | $6,227-71.0% | $4,156-56.6% |
| Participant deferral / active EE | $1,283 | $9,614-86.7% | $9,135-86.0% | $6,407-80.0% |
| Admin fee / account holder | $32,691 | $17,308+88.9% | $16,298+100.6% | $12,270+166.4% |