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 | $225,664 | $71,215+216.9% | $93,696+140.8% | $80,935+178.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 13.77% | 11.27%+2.5pp | 133.74%-120.0pp | 35.66%-21.9pp |
| Employer contribution / active EE | $6,798 | $1,565+334.3% | $2,422+180.7% | $2,757+146.6% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,299-100.0% |
| Admin fee / account holder | $54,464 | $6,958+682.8% | $8,287+557.3% | $6,924+686.6% |