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 | $226,028 | $81,276+178.1% | $155,574+45.3% | $80,925+179.3% |
| Participation rate | 92.6% | 66.2%+26.3pp | 78.2%+14.4pp | 67.7%+24.9pp |
| Annual return | 18.22% | 33.36%-15.1pp | 64.87%-46.6pp | 35.65%-17.4pp |
| Employer contribution / active EE | $34,423 | $3,103+1009.3% | $4,676+636.2% | $2,756+1148.9% |
| Participant deferral / active EE | $278 | $3,453-92.0% | $5,629-95.1% | $4,299-93.5% |
| Admin fee / account holder | $46,183 | $7,993+477.8% | $15,914+190.2% | $6,940+565.5% |