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 | $89,480 | $183,516-51.2% | $155,534-42.5% | $145,884-38.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.97% | 61.43%-48.5pp | 64.92%-51.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $11,090 | $5,315+108.7% | $4,675+137.2% | $4,662+137.9% |
| Participant deferral / active EE | $1,439 | $6,467-77.7% | $5,630-74.4% | $6,690-78.5% |
| Admin fee / account holder | $2,626 | $19,293-86.4% | $15,900-83.5% | $13,392-80.4% |