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 | $145,865 | $117,433+24.2% | $99,475+46.6% | $152,897-4.6% |
| Participation rate | 71.4% | 77.5%-6.1pp | 73.8%-2.4pp | 82.5%-11.0pp |
| Annual return | 13.68% | 31.87%-18.2pp | 30.72%-17.0pp | 345.43%-331.7pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $673 | $4,086-83.5% | $3,619-81.4% | $5,851-88.5% |
| Admin fee / account holder | $39,070 | $7,634+411.8% | $6,252+524.9% | $11,599+236.8% |