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 | $78,123 | $197,625-60.5% | $177,840-56.1% | $158,966-50.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.75% | 58.76%-40.0pp | 48.32%-29.6pp | 302.95%-284.2pp |
| Employer contribution / active EE | $3,481 | $6,698-48.0% | $5,919-41.2% | $4,762-26.9% |
| Participant deferral / active EE | $2,291 | $8,405-72.7% | $7,714-70.3% | $5,983-61.7% |
| Admin fee / account holder | $1,694 | $15,405-89.0% | $12,431-86.4% | $11,250-84.9% |