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 | $155,779 | $217,432-28.4% | $185,849-16.2% | $167,536-7.0% |
| Participation rate | 77.8% | 86.1%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 13.24% | 148.42%-135.2pp | 122.10%-108.9pp | 478.82%-465.6pp |
| Employer contribution / active EE | $5,160 | $5,875-12.2% | $5,169-0.2% | $4,839+6.6% |
| Participant deferral / active EE | $1,802 | $6,357-71.6% | $5,569-67.6% | $6,342-71.6% |
| Admin fee / account holder | $18,209 | $19,818-8.1% | $16,244+12.1% | $12,315+47.9% |