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 | $163,573 | $158,982+2.9% | $163,5730% | $158,982+2.9% |
| Participation rate | 73.7% | 82.0%-8.3pp | 73.7%0pp | 82.0%-8.3pp |
| Annual return | 14.75% | 302.99%-288.2pp | 14.75%0pp | 302.99%-288.2pp |
| Employer contribution / active EE | $15,603 | $4,763+227.6% | $15,6030% | $4,763+227.6% |
| Participant deferral / active EE | $0 | $5,983-100.0% | $0 | $5,983-100.0% |
| Admin fee / account holder | $18,656 | $11,252+65.8% | $18,6560% | $11,252+65.8% |