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 | $142,597 | $101,795+40.1% | $165,100-13.6% | $80,959+76.1% |
| Participation rate | 81.6% | 71.8%+9.8pp | 78.6%+3.0pp | 67.7%+14.0pp |
| Annual return | 32.71% | 16.73%+16.0pp | 70.21%-37.5pp | 35.67%-3.0pp |
| Employer contribution / active EE | $57,680 | $2,954+1852.8% | $4,348+1226.6% | $2,757+1992.0% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,554 | $8,221+4.0% | $12,696-32.6% | $6,925+23.5% |