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 | $242,883 | $106,267+128.6% | $96,520+151.6% | $139,456+74.2% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 22.49% | 38.45%-16.0pp | 35.72%-13.2pp | 373.45%-351.0pp |
| Employer contribution / active EE | $23,516 | $4,105+472.9% | $3,739+529.0% | $4,753+394.8% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $16,197 | $7,882+105.5% | $6,733+140.6% | $11,407+42.0% |