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 | $171,867 | $139,948+22.8% | $121,663+41.3% | $154,746+11.1% |
| Participation rate | 93.8% | 78.0%+15.7pp | 74.5%+19.3pp | 80.7%+13.0pp |
| Annual return | 8.76% | 230.52%-221.8pp | 147.54%-138.8pp | 172.34%-163.6pp |
| Employer contribution / active EE | $9,088 | $3,521+158.1% | $3,020+200.9% | $4,379+107.5% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $35,693 | $17,321+106.1% | $14,289+149.8% | $14,365+148.5% |