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 | $95,081 | $104,098-8.7% | $140,514-32.3% | $94,015+1.1% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 22.64% | 15.14%+7.5pp | 14.36%+8.3pp | 17.84%+4.8pp |
| Employer contribution / active EE | $10,063 | $2,388+321.3% | $3,378+197.9% | $2,790+260.7% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $7,265 | $10,439-30.4% | $13,697-47.0% | $8,951-18.8% |