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 | $167,705 | $227,566-26.3% | $189,558-11.5% | $167,518+0.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 14.00% | 78.43%-64.4pp | 64.19%-50.2pp | 478.71%-464.7pp |
| Employer contribution / active EE | $4,624 | $5,316-13.0% | $4,412+4.8% | $4,838-4.4% |
| Participant deferral / active EE | $428 | $7,002-93.9% | $6,174-93.1% | $6,342-93.2% |
| Admin fee / account holder | $4,967 | $11,881-58.2% | $9,809-49.4% | $12,312-59.7% |