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 | $145,782 | $86,938+67.7% | $102,423+42.3% | $80,925+80.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 23.66% | 18.89%+4.8pp | 29.42%-5.8pp | 35.65%-12.0pp |
| Employer contribution / active EE | $2,354 | $2,369-0.6% | $3,023-22.1% | $2,756-14.6% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $70,388 | $8,053+774.1% | $9,455+644.5% | $6,940+914.2% |