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 | $83,062 | $202,342-58.9% | $172,752-51.9% | $152,897-45.7% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.5%+9.9pp |
| Annual return | 14.61% | 1029.83%-1015.2pp | 802.97%-788.4pp | 345.43%-330.8pp |
| Employer contribution / active EE | $7,034 | $5,858+20.1% | $5,144+36.7% | $4,764+47.7% |
| Participant deferral / active EE | $1,819 | $5,948-69.4% | $5,198-65.0% | $5,851-68.9% |
| Admin fee / account holder | $35,309 | $17,111+106.4% | $13,955+153.0% | $11,599+204.4% |