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 | $102,444 | $78,423+30.6% | $95,964+6.8% | $79,856+28.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 11.33% | 19.37%-8.0pp | 91.64%-80.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $2,238 | $1,945+15.0% | $2,541-11.9% | $2,471-9.4% |
| Participant deferral / active EE | $526 | $3,440-84.7% | $4,167-87.4% | $3,741-85.9% |
| Admin fee / account holder | $2,210 | $5,622-60.7% | $6,797-67.5% | $5,306-58.3% |