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 | $186,887 | $210,908-11.4% | $153,643+21.6% | $145,884+28.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.37% | 13.46%+0.9pp | 15.71%-1.3pp | 551.85%-537.5pp |
| Employer contribution / active EE | $8,289 | $6,055+36.9% | $5,039+64.5% | $4,662+77.8% |
| Participant deferral / active EE | $0 | $7,976-100.0% | $6,754-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,016 | $19,477-74.2% | $12,739-60.6% | $13,392-62.5% |