Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $112,695 | $92,219+22.2% | $76,768+46.8% | $135,379-16.8% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | 12.67% | 5.46%+7.2pp | 2.43%+10.2pp | 519.79%-507.1pp |
| Employer contribution / active EE | $4,449 | $3,216+38.3% | $2,485+79.0% | $4,779-6.9% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,384 | $10,749-87.1% | $6,675-79.3% | $10,828-87.2% |