Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $175,465 | $81,457+115.4% | $103,378+69.7% | $80,911+116.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 92.99% | 25.58%+67.4pp | 24.91%+68.1pp | 35.63%+57.4pp |
| Employer contribution / active EE | $3,033 | $3,107-2.4% | $3,870-21.6% | $2,756+10.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $747 | $6,717-88.9% | $8,401-91.1% | $6,935-89.2% |