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 | $125,547 | $76,551+64.0% | $123,894+1.3% | $62,881+99.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.42% | 18.68%-9.3pp | 47.52%-38.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $7,760 | $2,882+169.2% | $4,617+68.1% | $2,281+240.2% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,566 | $4,826-67.5% | $8,357-81.3% | $4,296-63.5% |