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 | $151,636 | $157,304-3.6% | $141,197+7.4% | $152,909-0.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.52% | 64.34%-37.8pp | 71.41%-44.9pp | 345.46%-318.9pp |
| Employer contribution / active EE | $7,028 | $5,263+33.6% | $4,736+48.4% | $4,764+47.5% |
| Participant deferral / active EE | $2,247 | $7,111-68.4% | $6,710-66.5% | $5,851-61.6% |
| Admin fee / account holder | $585 | $12,126-95.2% | $10,265-94.3% | $11,601-95.0% |