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 | $216,800 | $86,288+151.3% | $111,306+94.8% | $85,851+152.5% |
| Participation rate | 92.0% | 73.3%+18.7pp | 77.3%+14.7pp | 69.3%+22.7pp |
| Annual return | 43.33% | 19.99%+23.3pp | 54.67%-11.3pp | 318.63%-275.3pp |
| Employer contribution / active EE | $8,784 | $2,044+329.8% | $2,732+221.5% | $2,565+242.4% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,921 | $8,189-52.1% | $7,966-50.8% | $6,261-37.4% |