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 | $144,040 | $86,940+65.7% | $102,434+40.6% | $80,935+78.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 15.64% | 18.89%-3.3pp | 29.46%-13.8pp | 35.66%-20.0pp |
| Employer contribution / active EE | $8,772 | $2,370+270.2% | $3,023+190.2% | $2,757+218.2% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,063 | $8,047-37.1% | $9,462-46.5% | $6,924-26.9% |