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 | $208,743 | $97,550+114.0% | $120,344+73.5% | $87,485+138.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 16.75% | 18.41%-1.7pp | 20.30%-3.6pp | 26.06%-9.3pp |
| Employer contribution / active EE | $6,835 | $2,291+198.4% | $3,020+126.3% | $2,596+163.3% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $12,593 | $9,543+32.0% | $12,742-1.2% | $7,775+62.0% |