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 | $40,688 | $127,387-68.1% | $115,038-64.6% | $125,389-67.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.78% | 31.28%-28.5pp | 26.14%-23.4pp | 282.24%-279.5pp |
| Employer contribution / active EE | $6,381 | $5,166+23.5% | $4,608+38.5% | $4,866+31.1% |
| Participant deferral / active EE | $1,498 | $6,423-76.7% | $6,026-75.1% | $5,352-72.0% |
| Admin fee / account holder | $16,857 | $9,516+77.1% | $8,175+106.2% | $9,541+76.7% |