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 | $158,318 | $99,875+58.5% | $146,866+7.8% | $86,983+82.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.93% | 28.10%-12.2pp | 102.85%-86.9pp | 25.83%-9.9pp |
| Employer contribution / active EE | $3,333 | $3,224+3.4% | $4,425-24.7% | $2,584+29.0% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,766 | $7,838-64.7% | $13,620-79.7% | $7,856-64.8% |