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 | $90,891 | $129,737-29.9% | $119,126-23.7% | $154,746-41.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.02% | 379.08%-366.1pp | 282.11%-269.1pp | 172.34%-159.3pp |
| Employer contribution / active EE | $11,694 | $4,375+167.3% | $4,034+189.9% | $4,379+167.0% |
| Participant deferral / active EE | $1,200 | $5,842-79.5% | $5,318-77.4% | $6,730-82.2% |
| Admin fee / account holder | $13,242 | $11,961+10.7% | $10,693+23.8% | $14,365-7.8% |