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 | $131,020 | $71,878+82.3% | $86,698+51.1% | $68,486+91.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 17.80% | 3.53%+14.3pp | 35.95%-18.2pp | -7.85%+25.7pp |
| Employer contribution / active EE | $2,476 | $2,173+13.9% | $2,837-12.7% | $2,597-4.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8,162 | $6,113+33.5% | $7,493+8.9% | $5,404+51.0% |