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 | $92,548 | $148,582-37.7% | $135,942-31.9% | $139,456-33.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.83% | 79.26%-58.4pp | 68.28%-47.4pp | 373.45%-352.6pp |
| Employer contribution / active EE | $2,857 | $5,245-45.5% | $4,858-41.2% | $4,753-39.9% |
| Participant deferral / active EE | $1,828 | $8,101-77.4% | $7,759-76.4% | $6,711-72.8% |
| Admin fee / account holder | $2,208 | $12,402-82.2% | $10,764-79.5% | $11,407-80.6% |