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 | $244,219 | $197,603+23.6% | $177,827+37.3% | $158,950+53.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.93% | 58.76%-39.8pp | 48.32%-29.4pp | 302.91%-284.0pp |
| Employer contribution / active EE | $2,070 | $6,698-69.1% | $5,918-65.0% | $4,762-56.5% |
| Participant deferral / active EE | $1,439 | $8,404-82.9% | $7,713-81.3% | $5,983-75.9% |
| Admin fee / account holder | $6,689 | $15,402-56.6% | $12,429-46.2% | $11,248-40.5% |