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 | $230,895 | $198,457+16.3% | $170,435+35.5% | $147,586+56.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.36% | 257.30%-246.9pp | 205.94%-195.6pp | 578.59%-568.2pp |
| Employer contribution / active EE | $5,289 | $6,183-14.5% | $5,432-2.6% | $4,876+8.5% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,010 | $16,852-94.0% | $13,881-92.7% | $10,886-90.7% |