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 | $120,497 | $71,208+69.2% | $93,681+28.6% | $80,911+48.9% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 39.89% | 11.27%+28.6pp | 133.47%-93.6pp | 35.63%+4.3pp |
| Employer contribution / active EE | $5,183 | $1,564+231.3% | $2,422+114.0% | $2,756+88.1% |
| Participant deferral / active EE | $0 | $4,035-100.0% | $4,415-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,315 | $6,951-66.7% | $8,290-72.1% | $6,935-66.6% |