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 | $145,832 | $134,817+8.2% | $123,973+17.6% | $155,188-6.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 15.94% | 515.49%-499.6pp | 388.13%-372.2pp | 148.84%-132.9pp |
| Employer contribution / active EE | $22,781 | $4,425+414.8% | $4,126+452.2% | $4,248+436.3% |
| Participant deferral / active EE | $254 | $5,706-95.5% | $5,247-95.2% | $6,531-96.1% |
| Admin fee / account holder | $3,239 | $13,245-75.5% | $11,799-72.5% | $14,480-77.6% |