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 | $119,240 | $202,342-41.1% | $172,753-31.0% | $152,909-22.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.06% | 1029.88%-1014.8pp | 803.00%-787.9pp | 345.46%-330.4pp |
| Employer contribution / active EE | $4,600 | $5,857-21.5% | $5,144-10.6% | $4,764-3.4% |
| Participant deferral / active EE | $955 | $5,948-83.9% | $5,198-81.6% | $5,851-83.7% |
| Admin fee / account holder | $3,560 | $17,112-79.2% | $13,956-74.5% | $11,601-69.3% |