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 | $91,633 | $175,231-47.7% | $149,696-38.8% | $139,466-34.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.01% | 166.77%-146.8pp | 134.46%-114.4pp | 373.66%-353.7pp |
| Employer contribution / active EE | $1,356 | $5,478-75.2% | $4,821-71.9% | $4,754-71.5% |
| Participant deferral / active EE | $1,565 | $6,521-76.0% | $5,682-72.5% | $6,712-76.7% |
| Admin fee / account holder | $1,273 | $16,155-92.1% | $13,212-90.4% | $11,409-88.8% |