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 | $155,752 | $110,137+41.4% | $161,149-3.3% | $82,637+88.5% |
| Participation rate | 96.3% | 72.4%+23.9pp | 78.8%+17.5pp | 68.1%+28.2pp |
| Annual return | 12.91% | 20.69%-7.8pp | 21.16%-8.3pp | 53.51%-40.6pp |
| Employer contribution / active EE | $11,111 | $2,856+289.0% | $4,360+154.8% | $2,552+335.4% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,330 | $9,467-86.0% | $15,194-91.2% | $7,339-81.9% |