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 | $190,613 | $117,846+61.7% | $102,434+86.1% | $145,884+30.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.18% | 31.90%-19.7pp | 29.46%-17.3pp | 551.85%-539.7pp |
| Employer contribution / active EE | $4,118 | $3,615+13.9% | $3,023+36.2% | $4,662-11.7% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $11,893 | $13,356-11.0% | $9,462+25.7% | $13,392-11.2% |