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 | $97,997 | $56,894+72.2% | $84,753+15.6% | $62,881+55.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.07% | 6.30%-0.2pp | 22.78%-16.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $3,006 | $2,400+25.3% | $3,574-15.9% | $2,281+31.8% |
| Participant deferral / active EE | $606 | $2,709-77.6% | $3,712-83.7% | $3,203-81.1% |
| Admin fee / account holder | $2,091 | $3,581-41.6% | $5,333-60.8% | $4,296-51.3% |