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 | $148,603 | $112,729+31.8% | $98,716+50.5% | $137,256+8.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.26% | 38.48%-19.2pp | 31.81%-12.5pp | 220.34%-201.1pp |
| Employer contribution / active EE | $975 | $2,725-64.2% | $2,279-57.2% | $4,156-76.5% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $9,143 | $10,129-9.7% | $8,703+5.1% | $12,270-25.5% |