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 | $132,089 | $60,349+118.9% | $74,184+78.1% | $62,881+110.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 17.25% | 21.38%-4.1pp | 17.74%-0.5pp | 20.14%-2.9pp |
| Employer contribution / active EE | $14,353 | $1,680+754.2% | $2,370+505.6% | $2,281+529.3% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $19,666 | $4,261+361.5% | $5,586+252.1% | $4,296+357.8% |