Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $124,678 | $123,478+1.0% | $216,567-42.4% | $94,015+32.6% |
| Participation rate | 94.7% | 75.1%+19.6pp | 81.6%+13.1pp | 70.8%+23.9pp |
| Annual return | 24.65% | 23.61%+1.0pp | 12.94%+11.7pp | 17.84%+6.8pp |
| Employer contribution / active EE | $7,237 | $3,136+130.8% | $5,216+38.7% | $2,790+159.4% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $6,191-100.0% | $4,249-100.0% |
| Admin fee / account holder | $8,720 | $12,753-31.6% | $21,981-60.3% | $8,951-2.6% |