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 | $155,287 | $202,342-23.3% | $172,753-10.1% | $152,909+1.6% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 23.27% | 1029.88%-1006.6pp | 803.00%-779.7pp | 345.46%-322.2pp |
| Employer contribution / active EE | $3,620 | $5,857-38.2% | $5,144-29.6% | $4,764-24.0% |
| Participant deferral / active EE | $1,151 | $5,948-80.7% | $5,198-77.9% | $5,851-80.3% |
| Admin fee / account holder | $28,428 | $17,112+66.1% | $13,956+103.7% | $11,601+145.1% |