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 | $226,648 | $226,135+0.2% | $182,558+24.2% | $152,909+48.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 9.89% | 192.60%-182.7pp | 148.59%-138.7pp | 345.46%-335.6pp |
| Employer contribution / active EE | $7,453 | $4,979+49.7% | $4,076+82.8% | $4,764+56.4% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,146 | $10,707-23.9% | $8,594-5.2% | $11,601-29.8% |