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 | $84,608 | $157,829-46.4% | $136,867-38.2% | $198,609-57.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 13.74% | 51.25%-37.5pp | 42.97%-29.2pp | 202.70%-189.0pp |
| Employer contribution / active EE | $1,429 | $3,923-63.6% | $3,547-59.7% | $5,055-71.7% |
| Participant deferral / active EE | $1,604 | $5,463-70.6% | $4,924-67.4% | $6,977-77.0% |
| Admin fee / account holder | $32,256 | $11,107+190.4% | $10,340+212.0% | $19,030+69.5% |