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 | $201,900 | $217,432-7.1% | $185,851+8.6% | $167,553+20.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.43% | 148.43%-127.0pp | 122.11%-100.7pp | 478.89%-457.5pp |
| Employer contribution / active EE | $9,055 | $5,874+54.1% | $5,168+75.2% | $4,840+87.1% |
| Participant deferral / active EE | $2,268 | $6,357-64.3% | $5,569-59.3% | $6,343-64.2% |
| Admin fee / account holder | $546 | $19,820-97.2% | $16,245-96.6% | $12,316-95.6% |