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 | $225,774 | $71,480+215.9% | $90,782+148.7% | $64,173+251.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.6%+30.4pp |
| Annual return | 7.95% | -4.25%+12.2pp | -3.42%+11.4pp | 7.63%+0.3pp |
| Employer contribution / active EE | $7,436 | $3,415+117.8% | $4,105+81.1% | $2,381+212.3% |
| Participant deferral / active EE | $0 | $4,302-100.0% | $5,366-100.0% | $3,470-100.0% |
| Admin fee / account holder | $8,686 | $6,309+37.7% | $5,908+47.0% | $4,887+77.7% |