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 | $130,954 | $100,060+30.9% | $149,721-12.5% | $70,126+86.7% |
| Participation rate | 86.0% | 83.6%+2.5pp | 87.1%-1.0pp | 69.5%+16.5pp |
| Annual return | 17.09% | 27.46%-10.4pp | 1501.67%-1484.6pp | 73.15%-56.1pp |
| Employer contribution / active EE | $6,395 | $3,661+74.7% | $5,444+17.5% | $2,343+173.0% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $12,566 | $8,285+51.7% | $11,282+11.4% | $4,645+170.5% |