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 | $175,568 | $138,068+27.2% | $125,358+40.1% | $134,493+30.5% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -16.45% | 750.30%-766.8pp | 572.03%-588.5pp | 418.01%-434.5pp |
| Employer contribution / active EE | $2,413 | $5,244-54.0% | $4,814-49.9% | $4,740-49.1% |
| Participant deferral / active EE | $2,273 | $7,799-70.9% | $7,447-69.5% | $6,400-64.5% |
| Admin fee / account holder | $2,177 | $11,568-81.2% | $10,007-78.3% | $11,425-80.9% |