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 | $177,734 | $217,432-18.3% | $185,851-4.4% | $167,553+6.1% |
| Participation rate | 88.9% | 86.1%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 18.76% | 148.43%-129.7pp | 122.11%-103.3pp | 478.89%-460.1pp |
| Employer contribution / active EE | $2,240 | $5,874-61.9% | $5,168-56.7% | $4,840-53.7% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,179 | $19,820-94.1% | $16,245-92.7% | $12,316-90.4% |