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 | $91,148 | $212,386-57.1% | $199,883-54.4% | $138,895-34.4% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.8%+0.7pp | 79.9%+7.6pp |
| Annual return | 11.92% | 47.75%-35.8pp | 43.81%-31.9pp | 145.39%-133.5pp |
| Employer contribution / active EE | $8,683 | $6,625+31.1% | $6,261+38.7% | $4,194+107.0% |
| Participant deferral / active EE | $1,144 | $9,617-88.1% | $9,138-87.5% | $6,396-82.1% |
| Admin fee / account holder | $11,112 | $18,233-39.1% | $17,268-35.6% | $12,562-11.5% |