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 | $216,316 | $102,393+111.3% | $147,041+47.1% | $80,911+167.4% |
| Participation rate | 91.4% | 75.9%+15.5pp | 82.2%+9.2pp | 67.6%+23.7pp |
| Annual return | 36.20% | 134.95%-98.8pp | 419.21%-383.0pp | 35.63%+0.6pp |
| Employer contribution / active EE | $903 | $3,715-75.7% | $4,935-81.7% | $2,756-67.2% |
| Participant deferral / active EE | $1,071 | $6,647-83.9% | $8,071-86.7% | $4,297-75.1% |
| Admin fee / account holder | $2,347 | $7,943-70.4% | $13,006-82.0% | $6,935-66.1% |