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 | $103,186 | $50,947+102.5% | $74,551+38.4% | $64,173+60.8% |
| Participation rate | 96.6% | 61.1%+35.5pp | 69.1%+27.4pp | 69.6%+27.0pp |
| Annual return | 2.16% | -1.85%+4.0pp | 32.53%-30.4pp | 7.63%-5.5pp |
| Employer contribution / active EE | $1,724 | $1,115+54.6% | $1,961-12.1% | $2,381-27.6% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,602 | $4,221-62.0% | $5,059-68.3% | $4,887-67.2% |