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 | $182,718 | $157,304+16.2% | $141,197+29.4% | $152,909+19.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.73% | 64.34%-45.6pp | 71.41%-52.7pp | 345.46%-326.7pp |
| Employer contribution / active EE | $1,759 | $5,263-66.6% | $4,736-62.9% | $4,764-63.1% |
| Participant deferral / active EE | $1,230 | $7,111-82.7% | $6,710-81.7% | $5,851-79.0% |
| Admin fee / account holder | $70,993 | $12,126+485.5% | $10,265+591.6% | $11,601+512.0% |