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 | $98,527 | $209,422-53.0% | $178,503-44.8% | $158,982-38.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.00% | 188.81%-181.8pp | 151.12%-144.1pp | 302.99%-296.0pp |
| Employer contribution / active EE | $4,026 | $5,707-29.4% | $5,011-19.7% | $4,763-15.5% |
| Participant deferral / active EE | $709 | $5,955-88.1% | $5,202-86.4% | $5,983-88.2% |
| Admin fee / account holder | $26,216 | $17,079+53.5% | $13,987+87.4% | $11,252+133.0% |