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 | $188,055 | $176,786+6.4% | $146,643+28.2% | $167,536+12.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.40% | 24.04%-12.6pp | 22.75%-11.3pp | 478.82%-467.4pp |
| Employer contribution / active EE | $12,024 | $5,161+133.0% | $4,137+190.6% | $4,839+148.5% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $15,118 | $13,262+14.0% | $10,280+47.1% | $12,315+22.8% |