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 | $82,175 | $135,956-39.6% | $123,894-33.7% | $273,972-70.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.19% | 56.63%-48.4pp | 47.52%-39.3pp | 41.46%-33.3pp |
| Employer contribution / active EE | $10,054 | $5,170+94.5% | $4,617+117.8% | $4,869+106.5% |
| Participant deferral / active EE | $687 | $6,343-89.2% | $5,984-88.5% | $5,287-87.0% |
| Admin fee / account holder | $2,352 | $9,817-76.0% | $8,357-71.9% | $10,133-76.8% |