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 | $155,697 | $139,948+11.3% | $121,663+28.0% | $154,746+0.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 10.86% | 230.52%-219.7pp | 147.54%-136.7pp | 172.34%-161.5pp |
| Employer contribution / active EE | $12,000 | $3,521+240.8% | $3,020+297.4% | $4,379+174.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,558 | $17,321-91.0% | $14,289-89.1% | $14,365-89.2% |