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 | $181,720 | $103,393+75.8% | $87,103+108.6% | $152,909+18.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 16.49% | 28.10%-11.6pp | 28.19%-11.7pp | 345.46%-329.0pp |
| Employer contribution / active EE | $6,504 | $3,221+101.9% | $2,521+158.0% | $4,764+36.5% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $11,579 | $12,195-5.1% | $7,491+54.6% | $11,601-0.2% |