Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $122,618 | $88,672+38.3% | $105,223+16.5% | $82,448+48.7% |
| Participation rate | 97.8% | 67.9%+29.8pp | 75.0%+22.7pp | 68.1%+29.7pp |
| Annual return | 32.92% | 30.86%+2.1pp | 180.65%-147.7pp | 41.64%-8.7pp |
| Employer contribution / active EE | $3,501 | $3,048+14.9% | $3,689-5.1% | $2,551+37.2% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,771 | $7,146-75.2% | $8,859-80.0% | $7,234-75.5% |