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 | $128,068 | $159,934-19.9% | $147,005-12.9% | $145,959-12.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.69% | 98.24%-82.5pp | 418.76%-403.1pp | 561.95%-546.3pp |
| Employer contribution / active EE | $6,241 | $5,287+18.0% | $4,934+26.5% | $4,661+33.9% |
| Participant deferral / active EE | $2,092 | $8,427-75.2% | $8,070-74.1% | $6,689-68.7% |
| Admin fee / account holder | $1,142 | $15,053-92.4% | $13,006-91.2% | $13,398-91.5% |