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 | $135,906 | $223,823-39.3% | $211,142-35.6% | $154,746-12.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.87% | 50.39%-34.5pp | 46.84%-31.0pp | 172.34%-156.5pp |
| Employer contribution / active EE | $6,508 | $6,787-4.1% | $6,442+1.0% | $4,379+48.6% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,215 | $19,707-93.8% | $19,076-93.6% | $14,365-91.5% |