Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $222,324 | $135,956+63.5% | $123,894+79.4% | $273,972-18.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.93% | 56.63%-51.7pp | 47.52%-42.6pp | 41.46%-36.5pp |
| Employer contribution / active EE | $11,664 | $5,170+125.6% | $4,617+152.6% | $4,869+139.6% |
| Participant deferral / active EE | $305 | $6,343-95.2% | $5,984-94.9% | $5,287-94.2% |
| Admin fee / account holder | $119,614 | $9,817+1118.4% | $8,357+1331.3% | $10,133+1080.5% |