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 | $91,662 | $254,759-64.0% | $216,567-57.7% | $198,609-53.8% |
| Participation rate | 85.7% | 84.5%+1.2pp | 81.6%+4.1pp | 82.4%+3.3pp |
| Annual return | 9.65% | 10.04%-0.4pp | 12.94%-3.3pp | 202.70%-193.0pp |
| Employer contribution / active EE | $8,571 | $6,096+40.6% | $5,216+64.3% | $5,055+69.6% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $16,799 | $26,311-36.2% | $21,981-23.6% | $19,030-11.7% |