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 | $162,109 | $77,920+108.0% | $149,723+8.3% | $75,177+115.6% |
| Participation rate | 96.6% | 65.6%+31.0pp | 78.8%+17.8pp | 67.2%+29.3pp |
| Annual return | 41.19% | 31.72%+9.5pp | 134.50%-93.3pp | 160.75%-119.6pp |
| Employer contribution / active EE | $18,475 | $3,138+488.7% | $4,821+283.2% | $2,671+591.7% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $622 | $5,951-89.5% | $13,215-95.3% | $5,651-89.0% |