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 | $226,019 | $159,934+41.3% | $147,005+53.7% | $145,959+54.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 10.92% | 98.24%-87.3pp | 418.76%-407.8pp | 561.95%-551.0pp |
| Employer contribution / active EE | $18,889 | $5,287+257.2% | $4,934+282.8% | $4,661+305.3% |
| Participant deferral / active EE | $1,996 | $8,427-76.3% | $8,070-75.3% | $6,689-70.2% |
| Admin fee / account holder | $54,572 | $15,053+262.5% | $13,006+319.6% | $13,398+307.3% |