Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $242,072 | $138,366+75.0% | $184,185+31.4% | $80,911+199.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 86.8%-11.8pp | 67.6%+7.4pp |
| Annual return | 48.87% | 20.02%+28.8pp | 28.81%+20.1pp | 35.63%+13.2pp |
| Employer contribution / active EE | $26,454 | $4,849+445.6% | $6,426+311.7% | $2,756+859.9% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,748 | $10,484-45.2% | $13,909-58.7% | $6,935-17.1% |