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 | $58,201 | $61,660-5.6% | $80,022-27.3% | $64,173-9.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 7.79% | -0.33%+8.1pp | 11.22%-3.4pp | 7.63%+0.2pp |
| Employer contribution / active EE | $2,903 | $1,810+60.4% | $2,468+17.6% | $2,381+21.9% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,457 | $5,417-73.1% | $6,521-77.7% | $4,887-70.2% |