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 | $123,917 | $123,478+0.4% | $216,567-42.8% | $94,015+31.8% |
| Participation rate | 96.0% | 75.1%+20.9pp | 81.6%+14.4pp | 70.8%+25.2pp |
| Annual return | 11.84% | 23.61%-11.8pp | 12.94%-1.1pp | 17.84%-6.0pp |
| Employer contribution / active EE | $6,000 | $3,136+91.3% | $5,216+15.0% | $2,790+115.0% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $6,191-100.0% | $4,249-100.0% |
| Admin fee / account holder | $19,818 | $12,753+55.4% | $21,981-9.8% | $8,951+121.4% |