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 | $139,554 | $59,804+133.4% | $81,982+70.2% | $79,856+74.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 11.06% | 17.56%-6.5pp | 41.31%-30.3pp | 31.71%-20.6pp |
| Employer contribution / active EE | $5,594 | $1,713+226.5% | $2,498+123.9% | $2,471+126.4% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,741-100.0% |
| Admin fee / account holder | $44,351 | $4,288+934.3% | $5,665+682.9% | $5,306+735.8% |