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 | $230,058 | $209,874+9.6% | $189,537+21.4% | $167,536+37.3% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 12.29% | 748.61%-736.3pp | 555.34%-543.0pp | 478.82%-466.5pp |
| Employer contribution / active EE | $6,052 | $6,913-12.5% | $6,161-1.8% | $4,839+25.1% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $10,698 | $14,299-25.2% | $12,048-11.2% | $12,315-13.1% |