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 | $90,621 | $157,304-42.4% | $141,197-35.8% | $152,909-40.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.32% | 64.34%-45.0pp | 71.41%-52.1pp | 345.46%-326.1pp |
| Employer contribution / active EE | $1,398 | $5,263-73.4% | $4,736-70.5% | $4,764-70.7% |
| Participant deferral / active EE | $1,250 | $7,111-82.4% | $6,710-81.4% | $5,851-78.6% |
| Admin fee / account holder | $2,915 | $12,126-76.0% | $10,265-71.6% | $11,601-74.9% |