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 | $82,388 | $135,956-39.4% | $123,894-33.5% | $273,972-69.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.93% | 56.63%-44.7pp | 47.52%-35.6pp | 41.46%-29.5pp |
| Employer contribution / active EE | $4,048 | $5,170-21.7% | $4,617-12.3% | $4,869-16.9% |
| Participant deferral / active EE | $288 | $6,343-95.5% | $5,984-95.2% | $5,287-94.6% |
| Admin fee / account holder | $868 | $9,817-91.2% | $8,357-89.6% | $10,133-91.4% |