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 | $119,290 | $136,307-12.5% | $106,619+11.9% | $273,972-56.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 12.17% | 11.05%+1.1pp | 9.42%+2.7pp | 41.46%-29.3pp |
| Employer contribution / active EE | $2,060 | $5,190-60.3% | $3,947-47.8% | $4,869-57.7% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $824 | $8,625-90.4% | $6,418-87.2% | $10,133-91.9% |