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 | $242,210 | $138,312+75.1% | $122,979+97.0% | $155,188+56.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 17.32% | 22.06%-4.7pp | 20.12%-2.8pp | 148.84%-131.5pp |
| Employer contribution / active EE | $12,665 | $3,530+258.8% | $3,062+313.6% | $4,248+198.2% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,075 | $15,089-86.2% | $12,864-83.9% | $14,480-85.7% |