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 | $154,588 | $165,381-6.5% | $149,730+3.2% | $158,966-2.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.55% | 348.29%-335.7pp | 276.70%-264.1pp | 302.95%-290.4pp |
| Employer contribution / active EE | $1,352 | $5,104-73.5% | $4,645-70.9% | $4,762-71.6% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $961 | $10,809-91.1% | $9,310-89.7% | $11,250-91.5% |