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 | $75,738 | $157,829-52.0% | $136,867-44.7% | $198,609-61.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 12.62% | 51.25%-38.6pp | 42.97%-30.4pp | 202.70%-190.1pp |
| Employer contribution / active EE | $3,415 | $3,923-13.0% | $3,547-3.7% | $5,055-32.5% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $20,549 | $11,107+85.0% | $10,340+98.7% | $19,030+8.0% |