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 | $85,992 | $76,371+12.6% | $93,621-8.1% | $72,976+17.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 23.44% | 25.82%-2.4pp | 32.76%-9.3pp | 81.02%-57.6pp |
| Employer contribution / active EE | $3,480 | $2,276+52.9% | $2,719+28.0% | $2,440+42.6% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,982 | $6,839-71.0% | $7,890-74.9% | $5,124-61.3% |