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 | $154,353 | $202,440-23.8% | $169,390-8.9% | $139,466+10.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 29.41% | 532.36%-503.0pp | 406.07%-376.7pp | 373.66%-344.3pp |
| Employer contribution / active EE | $3,424 | $4,693-27.0% | $4,013-14.7% | $4,754-28.0% |
| Participant deferral / active EE | $1,081 | $6,940-84.4% | $6,222-82.6% | $6,712-83.9% |
| Admin fee / account holder | $965 | $10,722-91.0% | $9,015-89.3% | $11,409-91.5% |