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 | $104,301 | $81,487+28.0% | $102,412+1.8% | $80,935+28.9% |
| Participation rate | 80.8% | 66.8%+13.9pp | 74.5%+6.3pp | 67.7%+13.1pp |
| Annual return | 17.75% | 25.60%-7.8pp | 24.94%-7.2pp | 35.66%-17.9pp |
| Employer contribution / active EE | $10,336 | $3,103+233.1% | $3,870+167.1% | $2,757+274.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,061 | $6,717+79.6% | $8,388+43.8% | $6,924+74.2% |