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 | $111,318 | $108,897+2.2% | $100,378+10.9% | $145,877-23.7% |
| Participation rate | 78.3% | 83.0%-4.7pp | 81.5%-3.2pp | 80.3%-2.0pp |
| Annual return | 10.81% | 58.17%-47.4pp | 49.41%-38.6pp | 551.28%-540.5pp |
| Employer contribution / active EE | $409 | $4,420-90.7% | $3,942-89.6% | $4,663-91.2% |
| Participant deferral / active EE | $783 | $8,455-90.7% | $8,087-90.3% | $6,691-88.3% |
| Admin fee / account holder | $30,908 | $9,690+219.0% | $7,899+291.3% | $13,402+130.6% |