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 | $99,881 | $64,729+54.3% | $112,263-11.0% | $68,490+45.8% |
| Participation rate | 95.6% | 67.2%+28.4pp | 75.1%+20.5pp | 67.9%+27.7pp |
| Annual return | 7.96% | -11.40%+19.4pp | 27.49%-19.5pp | -7.85%+15.8pp |
| Employer contribution / active EE | $5,299 | $2,746+93.0% | $3,636+45.7% | $2,597+104.1% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,029 | $5,222+34.6% | $6,410+9.6% | $5,403+30.1% |