Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $121,156 | $184,014-34.2% | $161,149-24.8% | $138,895-12.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 18.37% | 21.52%-3.2pp | 21.16%-2.8pp | 145.39%-127.0pp |
| Employer contribution / active EE | $8,284 | $5,055+63.9% | $4,360+90.0% | $4,194+97.5% |
| Participant deferral / active EE | $2,040 | $6,909-70.5% | $6,153-66.9% | $6,396-68.1% |
| Admin fee / account holder | $1,554 | $18,027-91.4% | $15,194-89.8% | $12,562-87.6% |