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 | $217,957 | $118,877+83.3% | $96,570+125.7% | $167,536+30.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.03% | 50.50%-38.5pp | 37.79%-25.8pp | 478.82%-466.8pp |
| Employer contribution / active EE | $6,022 | $3,121+93.0% | $2,357+155.5% | $4,839+24.5% |
| Participant deferral / active EE | $720 | $4,617-84.4% | $3,849-81.3% | $6,342-88.6% |
| Admin fee / account holder | $8,936 | $8,069+10.8% | $6,182+44.5% | $12,315-27.4% |