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 | $118,149 | $63,346+86.5% | $92,240+28.1% | $70,126+68.5% |
| Participation rate | 92.6% | 68.7%+23.9pp | 76.5%+16.1pp | 69.5%+23.1pp |
| Annual return | 15.39% | 530.19%-514.8pp | 176.29%-160.9pp | 73.15%-57.8pp |
| Employer contribution / active EE | $22,815 | $2,471+823.2% | $3,680+520.0% | $2,343+873.9% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $9,979 | $3,841+159.8% | $5,194+92.1% | $4,645+114.8% |