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 | $194,600 | $160,028+21.6% | $147,080+32.3% | $145,884+33.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 20.58% | 98.60%-78.0pp | 420.17%-399.6pp | 551.85%-531.3pp |
| Employer contribution / active EE | $2,682 | $5,286-49.3% | $4,933-45.6% | $4,662-42.5% |
| Participant deferral / active EE | $1,925 | $8,422-77.1% | $8,066-76.1% | $6,690-71.2% |
| Admin fee / account holder | $479 | $15,030-96.8% | $12,989-96.3% | $13,392-96.4% |