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 | $202,965 | $162,821+24.7% | $133,978+51.5% | $158,982+27.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.43% | 41.95%-28.5pp | 45.10%-31.7pp | 302.99%-289.6pp |
| Employer contribution / active EE | $1,591 | $4,976-68.0% | $3,919-59.4% | $4,763-66.6% |
| Participant deferral / active EE | $913 | $5,910-84.6% | $5,047-81.9% | $5,983-84.7% |
| Admin fee / account holder | $328 | $11,742-97.2% | $8,930-96.3% | $11,252-97.1% |