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 | $228,886 | $62,583+265.7% | $76,767+198.2% | $64,173+256.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 7.24% | -1.95%+9.2pp | 2.43%+4.8pp | 7.63%-0.4pp |
| Employer contribution / active EE | $2,707 | $1,832+47.8% | $2,485+8.9% | $2,381+13.7% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,907 | $4,667-59.1% | $6,675-71.4% | $4,887-61.0% |