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 | $95,871 | $114,119-16.0% | $107,187-10.6% | $138,895-31.0% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.9pp | 79.9%+9.0pp |
| Annual return | 19.17% | 273.21%-254.0pp | 204.55%-185.4pp | 145.39%-126.2pp |
| Employer contribution / active EE | $5,000 | $4,059+23.2% | $3,782+32.2% | $4,194+19.2% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,155 | $10,024-88.5% | $9,162-87.4% | $12,562-90.8% |