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 | $86,475 | $65,712+31.6% | $57,196+51.2% | $273,972-68.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 10.76% | 22.01%-11.2pp | 14.59%-3.8pp | 41.46%-30.7pp |
| Employer contribution / active EE | $9,668 | $3,280+194.8% | $2,683+260.4% | $4,869+98.6% |
| Participant deferral / active EE | $243 | $3,782-93.6% | $3,096-92.2% | $5,287-95.4% |
| Admin fee / account holder | $8,991 | $4,838+85.9% | $3,141+186.3% | $10,133-11.3% |