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 | $153,001 | $139,948+9.3% | $121,663+25.8% | $154,746-1.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 10.26% | 230.52%-220.3pp | 147.54%-137.3pp | 172.34%-162.1pp |
| Employer contribution / active EE | $6,818 | $3,521+93.6% | $3,020+125.8% | $4,379+55.7% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $6,181 | $17,321-64.3% | $14,289-56.7% | $14,365-57.0% |