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 | $135,111 | $115,796+16.7% | $101,264+33.4% | $158,950-15.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.34% | 56.15%-43.8pp | 46.48%-34.1pp | 302.91%-290.6pp |
| Employer contribution / active EE | $1,905 | $4,175-54.4% | $3,660-48.0% | $4,762-60.0% |
| Participant deferral / active EE | $1,098 | $4,958-77.9% | $4,370-74.9% | $5,983-81.7% |
| Admin fee / account holder | $8,361 | $7,247+15.4% | $5,947+40.6% | $11,248-25.7% |