Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $240,215 | $93,586+156.7% | $135,925+76.7% | $75,173+219.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.41% | 30.90%-5.5pp | 68.25%-42.8pp | 160.65%-135.2pp |
| Employer contribution / active EE | $14,471 | $3,537+309.1% | $4,857+197.9% | $2,670+441.9% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,565 | $6,977-34.6% | $10,764-57.6% | $5,651-19.2% |