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 | $195,862 | $232,540-15.8% | $185,117+5.8% | $147,585+32.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 20.66% | 43.03%-22.4pp | 40.50%-19.8pp | 578.58%-557.9pp |
| Employer contribution / active EE | $7,500 | $5,195+44.4% | $4,182+79.4% | $4,876+53.8% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,845 | $10,275-82.0% | $8,159-77.4% | $10,886-83.1% |