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 | $192,168 | $124,330+54.6% | $109,173+76.0% | $167,536+14.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.14% | 26.04%-13.9pp | 25.75%-13.6pp | 478.82%-466.7pp |
| Employer contribution / active EE | $24,756 | $4,209+488.1% | $3,723+565.0% | $4,839+411.6% |
| Participant deferral / active EE | $1,432 | $5,256-72.8% | $4,654-69.2% | $6,342-77.4% |
| Admin fee / account holder | $112,439 | $7,974+1310.1% | $6,755+1564.5% | $12,315+813.1% |