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 | $157,776 | $105,856+49.0% | $90,161+75.0% | $147,586+6.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.60% | 37.63%-23.0pp | 34.89%-20.3pp | 578.59%-564.0pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,421 | $5,733-75.2% | $5,287-73.1% | $5,439-73.9% |
| Admin fee / account holder | $7,992 | $8,046-0.7% | $5,943+34.5% | $10,886-26.6% |