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 | $92,136 | $152,460-39.6% | $118,746-22.4% | $147,586-37.6% |
| Participation rate | 92.3% | 82.3%+10.0pp | 78.3%+14.0pp | 82.8%+9.5pp |
| Annual return | 14.45% | 17.41%-3.0pp | 24.54%-10.1pp | 578.59%-564.1pp |
| Employer contribution / active EE | $4,291 | $5,046-15.0% | $4,193+2.3% | $4,876-12.0% |
| Participant deferral / active EE | $0 | $6,212-100.0% | $5,332-100.0% | $5,439-100.0% |
| Admin fee / account holder | $28,063 | $16,953+65.5% | $10,720+161.8% | $10,886+157.8% |