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 | $236,489 | $105,856+123.4% | $90,161+162.3% | $147,586+60.2% |
| Participation rate | 95.8% | 79.7%+16.1pp | 76.9%+19.0pp | 82.8%+13.0pp |
| Annual return | 18.68% | 37.63%-18.9pp | 34.89%-16.2pp | 578.59%-559.9pp |
| Employer contribution / active EE | $7,283 | $4,126+76.5% | $3,318+119.5% | $4,876+49.4% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,593 | $8,046-67.8% | $5,943-56.4% | $10,886-76.2% |