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 | $183,629 | $167,415+9.7% | $140,514+30.7% | $198,609-7.5% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 9.83% | 13.85%-4.0pp | 14.36%-4.5pp | 202.70%-192.9pp |
| Employer contribution / active EE | $14,901 | $4,088+264.5% | $3,378+341.1% | $5,055+194.8% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,966 | $16,730-82.3% | $13,697-78.3% | $19,030-84.4% |