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 | $232,182 | $165,351+40.4% | $149,710+55.1% | $158,931+46.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.20% | 348.19%-332.0pp | 276.63%-260.4pp | 302.86%-286.7pp |
| Employer contribution / active EE | $4,517 | $5,103-11.5% | $4,645-2.7% | $4,761-5.1% |
| Participant deferral / active EE | $138 | $7,181-98.1% | $6,842-98.0% | $5,982-97.7% |
| Admin fee / account holder | $4,132 | $10,807-61.8% | $9,309-55.6% | $11,247-63.3% |