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 | $114,677 | $103,392+10.9% | $87,104+31.7% | $152,897-25.0% |
| Participation rate | 91.3% | 79.4%+12.0pp | 76.9%+14.4pp | 82.5%+8.9pp |
| Annual return | 14.93% | 28.10%-13.2pp | 28.19%-13.3pp | 345.43%-330.5pp |
| Employer contribution / active EE | $11,372 | $3,221+253.1% | $2,521+351.0% | $4,764+138.7% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $35,841 | $12,194+193.9% | $7,491+378.5% | $11,599+209.0% |