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 | $142,347 | $97,550+45.9% | $120,344+18.3% | $87,485+62.7% |
| Participation rate | 89.1% | 72.8%+16.3pp | 76.7%+12.4pp | 68.9%+20.2pp |
| Annual return | 18.23% | 18.41%-0.2pp | 20.30%-2.1pp | 26.06%-7.8pp |
| Employer contribution / active EE | $4,348 | $2,291+89.8% | $3,020+44.0% | $2,596+67.5% |
| Participant deferral / active EE | $1,288 | $4,230-69.5% | $5,135-74.9% | $4,274-69.9% |
| Admin fee / account holder | $343 | $9,543-96.4% | $12,742-97.3% | $7,775-95.6% |