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 | $215,008 | $210,510+2.1% | $153,500+40.1% | $145,877+47.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.74% | 13.45%+1.3pp | 15.70%-1.0pp | 551.28%-536.5pp |
| Employer contribution / active EE | $46,250 | $6,052+664.2% | $5,039+817.8% | $4,663+891.9% |
| Participant deferral / active EE | $0 | $7,974-100.0% | $6,756-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,811 | $19,455-90.7% | $12,736-85.8% | $13,402-86.5% |