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 | $118,379 | $168,635-29.8% | $147,617-19.8% | $125,389-5.6% |
| Participation rate | 70.0% | 88.8%-18.8pp | 84.6%-14.6pp | 83.2%-13.2pp |
| Annual return | 4.88% | 77.65%-72.8pp | 61.98%-57.1pp | 282.24%-277.4pp |
| Employer contribution / active EE | $12,360 | $6,252+97.7% | $5,564+122.1% | $4,866+154.0% |
| Participant deferral / active EE | $462 | $5,507-91.6% | $4,895-90.6% | $5,352-91.4% |
| Admin fee / account holder | $44,449 | $13,580+227.3% | $11,612+282.8% | $9,541+365.9% |