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 | $163,023 | $49,236+231.1% | $70,455+131.4% | $79,860+104.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 10.78% | 30.07%-19.3pp | 109.06%-98.3pp | 31.72%-20.9pp |
| Employer contribution / active EE | $4,226 | $2,100+101.3% | $2,737+54.4% | $2,471+71.0% |
| Participant deferral / active EE | $286 | $2,769-89.7% | $3,709-92.3% | $3,740-92.4% |
| Admin fee / account holder | $6,288 | $2,877+118.6% | $3,845+63.5% | $5,306+18.5% |