Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $196,166 | $254,759-23.0% | $216,567-9.4% | $198,609-1.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 15.81% | 10.04%+5.8pp | 12.94%+2.9pp | 202.70%-186.9pp |
| Employer contribution / active EE | $12,646 | $6,096+107.4% | $5,216+142.5% | $5,055+150.1% |
| Participant deferral / active EE | $2,408 | $6,948-65.3% | $6,191-61.1% | $6,977-65.5% |
| Admin fee / account holder | $25,625 | $26,311-2.6% | $21,981+16.6% | $19,030+34.7% |