Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $75,836 | $62,586+21.2% | $76,766-1.2% | $64,181+18.2% |
| Participation rate | 95.0% | 72.8%+22.2pp | 77.0%+18.0pp | 69.6%+25.4pp |
| Annual return | 358.65% | -1.95%+360.6pp | 2.43%+356.2pp | 7.63%+351.0pp |
| Employer contribution / active EE | $6,681 | $1,832+264.7% | $2,485+168.8% | $2,381+180.6% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,851-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,064 | $4,667-55.8% | $6,675-69.1% | $4,887-57.8% |