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 | $230,207 | $106,001+117.2% | $92,235+149.6% | $147,585+56.0% |
| Participation rate | 95.0% | 80.4%+14.6pp | 76.5%+18.5pp | 82.8%+12.2pp |
| Annual return | 16.75% | 50.05%-33.3pp | 176.28%-159.5pp | 578.56%-561.8pp |
| Employer contribution / active EE | $5,250 | $4,333+21.2% | $3,679+42.7% | $4,876+7.7% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $855 | $6,332-86.5% | $5,194-83.5% | $10,885-92.1% |