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 | $104,225 | $118,496-12.0% | $98,461+5.9% | $139,466-25.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 12.63% | 18.96%-6.3pp | 21.17%-8.5pp | 373.66%-361.0pp |
| Employer contribution / active EE | $826 | $3,611-77.1% | $3,049-72.9% | $4,754-82.6% |
| Participant deferral / active EE | $791 | $5,393-85.3% | $4,738-83.3% | $6,712-88.2% |
| Admin fee / account holder | $5,030 | $14,056-64.2% | $8,961-43.9% | $11,409-55.9% |