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 | $55,326 | $136,860-59.6% | $120,344-54.0% | $154,746-64.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 27.64% | 21.38%+6.3pp | 20.30%+7.3pp | 172.34%-144.7pp |
| Employer contribution / active EE | $4,251 | $3,533+20.3% | $3,020+40.8% | $4,379-2.9% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,760 | $15,393-82.1% | $12,742-78.3% | $14,365-80.8% |