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 | $172,068 | $60,349+185.1% | $74,184+131.9% | $62,881+173.6% |
| Participation rate | 98.4% | 72.7%+25.6pp | 76.6%+21.7pp | 69.3%+29.1pp |
| Annual return | 14.26% | 21.38%-7.1pp | 17.74%-3.5pp | 20.14%-5.9pp |
| Employer contribution / active EE | $2,185 | $1,680+30.1% | $2,370-7.8% | $2,281-4.2% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $11,255 | $4,261+164.2% | $5,586+101.5% | $4,296+162.0% |