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 | $216,200 | $101,672+112.6% | $147,117+47.0% | $74,478+190.3% |
| Participation rate | 92.7% | 75.5%+17.2pp | 82.2%+10.6pp | 67.2%+25.5pp |
| Annual return | 16.47% | 8757.83%-8741.4pp | 420.54%-404.1pp | 1370.56%-1354.1pp |
| Employer contribution / active EE | $2,290 | $3,813-39.9% | $4,932-53.6% | $2,626-12.8% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $14,499 | $1,753+727.0% | $12,993+11.6% | $1,946+645.1% |