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 | $198,375 | $157,304+26.1% | $141,197+40.5% | $152,909+29.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.28% | 64.34%-40.1pp | 71.41%-47.1pp | 345.46%-321.2pp |
| Employer contribution / active EE | $2,735 | $5,263-48.0% | $4,736-42.2% | $4,764-42.6% |
| Participant deferral / active EE | $830 | $7,111-88.3% | $6,710-87.6% | $5,851-85.8% |
| Admin fee / account holder | $4,982 | $12,126-58.9% | $10,265-51.5% | $11,601-57.1% |