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 | $81,699 | $157,829-48.2% | $136,867-40.3% | $198,609-58.9% |
| Participation rate | 92.9% | 77.2%+15.7pp | 74.5%+18.3pp | 82.4%+10.5pp |
| Annual return | 14.04% | 51.25%-37.2pp | 42.97%-28.9pp | 202.70%-188.7pp |
| Employer contribution / active EE | $7,170 | $3,923+82.8% | $3,547+102.2% | $5,055+41.8% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $20,026 | $11,107+80.3% | $10,340+93.7% | $19,030+5.2% |