Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $99,873 | $57,590+73.4% | $86,233+15.8% | $82,448+21.1% |
| Participation rate | 98.6% | 57.9%+40.7pp | 69.0%+29.6pp | 68.1%+30.5pp |
| Annual return | 31.94% | 22.41%+9.5pp | 61.39%-29.5pp | 41.64%-9.7pp |
| Employer contribution / active EE | $8,193 | $1,655+394.9% | $2,504+227.1% | $2,551+221.2% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,740 | $4,730+0.2% | $8,342-43.2% | $7,234-34.5% |