Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $91,091 | $108,911-16.4% | $100,392-9.3% | $145,884-37.6% |
| Participation rate | 76.5% | 83.0%-6.5pp | 81.5%-5.0pp | 80.3%-3.8pp |
| Annual return | 10.35% | 58.23%-47.9pp | 49.45%-39.1pp | 551.85%-541.5pp |
| Employer contribution / active EE | $9,725 | $4,420+120.0% | $3,941+146.7% | $4,662+108.6% |
| Participant deferral / active EE | $1,348 | $8,459-84.1% | $8,090-83.3% | $6,690-79.9% |
| Admin fee / account holder | $8,857 | $9,698-8.7% | $7,904+12.1% | $13,392-33.9% |