Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $104,498 | $89,515+16.7% | $103,486+1.0% | $80,935+29.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.7%+32.3pp |
| Annual return | 11.98% | 22.82%-10.8pp | 23.93%-11.9pp | 35.66%-23.7pp |
| Employer contribution / active EE | $5,374 | $4,015+33.8% | $4,679+14.8% | $2,757+94.9% |
| Participant deferral / active EE | $1,714 | $5,463-68.6% | $6,628-74.1% | $4,299-60.1% |
| Admin fee / account holder | $2,599 | $6,527-60.2% | $9,354-72.2% | $6,924-62.5% |