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 | $51,116 | $127,387-59.9% | $115,038-55.6% | $125,389-59.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.90% | 31.28%-30.4pp | 26.14%-25.2pp | 282.24%-281.3pp |
| Employer contribution / active EE | $1,701 | $5,166-67.1% | $4,608-63.1% | $4,866-65.1% |
| Participant deferral / active EE | $1,525 | $6,423-76.3% | $6,026-74.7% | $5,352-71.5% |
| Admin fee / account holder | $10,473 | $9,516+10.1% | $8,175+28.1% | $9,541+9.8% |