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 | $214,804 | $150,447+42.8% | $136,298+57.6% | $147,586+45.5% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 18.61% | 1049.15%-1030.5pp | 5156.27%-5137.7pp | 578.59%-560.0pp |
| Employer contribution / active EE | $2,342 | $5,256-55.4% | $4,696-50.1% | $4,876-52.0% |
| Participant deferral / active EE | $555 | $6,631-91.6% | $6,247-91.1% | $5,439-89.8% |
| Admin fee / account holder | $19,526 | $10,906+79.0% | $9,244+111.2% | $10,886+79.4% |