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 | $212,332 | $102,696+106.8% | $86,235+146.2% | $139,487+52.2% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.0%+19.9pp | 80.3%+8.6pp |
| Annual return | 15.14% | 1925.91%-1910.8pp | 1170.03%-1154.9pp | 373.84%-358.7pp |
| Employer contribution / active EE | $597 | $3,034-80.3% | $2,381-74.9% | $4,755-87.4% |
| Participant deferral / active EE | $712 | $4,679-84.8% | $3,987-82.2% | $6,713-89.4% |
| Admin fee / account holder | $971 | $8,667-88.8% | $6,856-85.8% | $11,407-91.5% |