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 | $155,031 | $81,476+90.3% | $102,383+51.4% | $80,925+91.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 15.32% | 25.59%-10.3pp | 24.94%-9.6pp | 35.65%-20.3pp |
| Employer contribution / active EE | $13,918 | $3,105+348.3% | $3,870+259.6% | $2,756+405.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $9,795 | $6,717+45.8% | $8,391+16.7% | $6,940+41.1% |