Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $207,565 | $81,331+155.2% | $155,534+33.5% | $80,935+156.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.29% | 33.37%-20.1pp | 64.92%-51.6pp | 35.66%-22.4pp |
| Employer contribution / active EE | $10,002 | $3,105+222.2% | $4,675+114.0% | $2,757+262.8% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,453 | $7,999-69.3% | $15,900-84.6% | $6,924-64.6% |