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 | $98,458 | $176,794-44.3% | $146,647-32.9% | $167,553-41.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.56% | 24.04%-11.5pp | 22.75%-10.2pp | 478.89%-466.3pp |
| Employer contribution / active EE | $5,000 | $5,161-3.1% | $4,137+20.9% | $4,840+3.3% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,685 | $13,262-79.8% | $10,281-73.9% | $12,316-78.2% |