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 | $97,550-2.5% | $120,344-21.0% | $87,485+8.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 22.64% | 18.41%+4.2pp | 20.30%+2.3pp | 26.06%-3.4pp |
| Employer contribution / active EE | $10,063 | $2,291+339.3% | $3,020+233.2% | $2,596+287.6% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,265 | $9,543-23.9% | $12,742-43.0% | $7,775-6.6% |