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 | $96,679 | $171,492-43.6% | $150,734-35.9% | $198,609-51.3% |
| Participation rate | 95.7% | 81.4%+14.2pp | 78.4%+17.2pp | 82.4%+13.3pp |
| Annual return | 8.45% | 804.70%-796.3pp | 600.81%-592.4pp | 202.70%-194.2pp |
| Employer contribution / active EE | $11,229 | $5,470+105.3% | $4,918+128.3% | $5,055+122.1% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,189 | $17,628-93.3% | $14,905-92.0% | $19,030-93.7% |