Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $110,420 | $154,159-28.4% | $130,026-15.1% | $139,456-20.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.37% | 32.50%-17.1pp | -137.26%+152.6pp | 373.45%-358.1pp |
| Employer contribution / active EE | $1,253 | $5,292-76.3% | $4,321-71.0% | $4,753-73.6% |
| Participant deferral / active EE | $1,215 | $6,710-81.9% | $5,821-79.1% | $6,711-81.9% |
| Admin fee / account holder | $1,355 | $14,001-90.3% | $10,608-87.2% | $11,407-88.1% |