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 | $200,203 | $52,678+280.1% | $75,782+164.2% | $59,632+235.7% |
| Participation rate | 85.7% | 67.2%+18.5pp | 75.8%+9.9pp | 68.7%+17.0pp |
| Annual return | -0.95% | 2.95%-3.9pp | 9.68%-10.6pp | 2041.32%-2042.3pp |
| Employer contribution / active EE | $2,513 | $2,193+14.6% | $3,323-24.4% | $2,203+14.1% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $7,518 | $3,610+108.2% | $5,300+41.9% | $4,297+75.0% |