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 | $144,995 | $181,896-20.3% | $156,551-7.4% | $273,972-47.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.92% | 30.74%-25.8pp | 32.23%-27.3pp | 41.46%-36.5pp |
| Employer contribution / active EE | $6,621 | $6,248+6.0% | $5,501+20.4% | $4,869+36.0% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,441 | $15,560-77.9% | $13,028-73.6% | $10,133-66.0% |