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 | $191,098 | $168,635+13.3% | $147,617+29.5% | $125,389+52.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 3.17% | 77.65%-74.5pp | 61.98%-58.8pp | 282.24%-279.1pp |
| Employer contribution / active EE | $2,403 | $6,252-61.6% | $5,564-56.8% | $4,866-50.6% |
| Participant deferral / active EE | $374 | $5,507-93.2% | $4,895-92.4% | $5,352-93.0% |
| Admin fee / account holder | $17,380 | $13,580+28.0% | $11,612+49.7% | $9,541+82.2% |