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 | $59,445 | $76,551-22.3% | $123,894-52.0% | $62,881-5.5% |
| Participation rate | 98.3% | 73.0%+25.3pp | 81.4%+16.9pp | 69.3%+29.0pp |
| Annual return | 29.46% | 18.68%+10.8pp | 47.52%-18.1pp | 20.14%+9.3pp |
| Employer contribution / active EE | $8,984 | $2,882+211.7% | $4,617+94.6% | $2,281+293.9% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $368 | $4,826-92.4% | $8,357-95.6% | $4,296-91.4% |