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 | $235,517 | $56,894+314.0% | $84,753+177.9% | $62,881+274.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.37% | 6.30%+2.1pp | 22.78%-14.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $10,777 | $2,400+349.1% | $3,574+201.5% | $2,281+372.5% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $51,926 | $3,581+1350.1% | $5,333+873.7% | $4,296+1108.8% |