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 | $95,919 | $148,629-35.5% | $135,982-29.5% | $139,487-31.2% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 32.60% | 79.33%-46.7pp | 68.32%-35.7pp | 373.84%-341.2pp |
| Employer contribution / active EE | $11,678 | $5,247+122.6% | $4,859+140.3% | $4,755+145.6% |
| Participant deferral / active EE | $2,442 | $8,102-69.9% | $7,760-68.5% | $6,713-63.6% |
| Admin fee / account holder | $19,466 | $12,406+56.9% | $10,767+80.8% | $11,407+70.6% |