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 | $143,059 | $176,838-19.1% | $146,685-2.5% | $167,518-14.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.95% | 24.04%-7.1pp | 22.75%-5.8pp | 478.71%-461.8pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $508 | $6,441-92.1% | $5,507-90.8% | $6,342-92.0% |
| Admin fee / account holder | $4,476 | $13,262-66.3% | $10,281-56.5% | $12,312-63.7% |