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 | $123,245 | $160,059-23.0% | $140,019-12.0% | $135,380-9.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.40% | 911.48%-911.1pp | 651.17%-650.8pp | 519.81%-519.4pp |
| Employer contribution / active EE | $12,611 | $6,420+96.4% | $5,605+125.0% | $4,779+163.9% |
| Participant deferral / active EE | $2,470 | $7,641-67.7% | $6,927-64.3% | $5,609-56.0% |
| Admin fee / account holder | $20,185 | $13,328+51.4% | $10,705+88.6% | $10,828+86.4% |