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 | $120,228 | $166,089-27.6% | $164,928-27.1% | $145,978-17.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.63% | 100.26%-81.6pp | 70.08%-51.4pp | 550.52%-531.9pp |
| Employer contribution / active EE | $10,000 | $5,276+89.5% | $4,343+130.2% | $4,662+114.5% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,687 | $16,641-77.8% | $12,684-70.9% | $13,400-72.5% |