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 | $198,915 | $56,197+254.0% | $67,652+194.0% | $59,633+233.6% |
| Participation rate | 97.1% | 71.5%+25.7pp | 75.7%+21.5pp | 68.7%+28.5pp |
| Annual return | 3.23% | 18508.10%-18504.9pp | 6625.40%-6622.2pp | 2041.45%-2038.2pp |
| Employer contribution / active EE | $7,143 | $1,615+342.4% | $2,266+215.3% | $2,203+224.3% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $18,369 | $3,958+364.1% | $4,821+281.0% | $4,297+327.5% |