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 | $124,564 | $201,372-38.1% | $184,260-32.4% | $145,884-14.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.25% | 29.04%-9.8pp | 28.84%-9.6pp | 551.85%-532.6pp |
| Employer contribution / active EE | $5,639 | $7,024-19.7% | $6,427-12.3% | $4,662+21.0% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,230 | $16,362-49.7% | $13,898-40.8% | $13,392-38.5% |