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 | $61,225 | $171,492-64.3% | $150,734-59.4% | $198,609-69.2% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 15.14% | 804.70%-789.6pp | 600.81%-585.7pp | 202.70%-187.6pp |
| Employer contribution / active EE | $8,774 | $5,470+60.4% | $4,918+78.4% | $5,055+73.6% |
| Participant deferral / active EE | $1,263 | $6,259-79.8% | $5,610-77.5% | $6,977-81.9% |
| Admin fee / account holder | $1,191 | $17,628-93.2% | $14,905-92.0% | $19,030-93.7% |