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 | $209,069 | $132,099+58.3% | $115,599+80.9% | $138,895+50.5% |
| Participation rate | 78.3% | 77.9%+0.4pp | 74.3%+4.0pp | 79.9%-1.7pp |
| Annual return | 10.15% | 176.76%-166.6pp | 111.10%-100.9pp | 145.39%-135.2pp |
| Employer contribution / active EE | $8,696 | $3,416+154.6% | $2,955+194.2% | $4,194+107.3% |
| Participant deferral / active EE | $83 | $5,617-98.5% | $4,889-98.3% | $6,396-98.7% |
| Admin fee / account holder | $93,552 | $15,650+497.8% | $12,841+628.6% | $12,562+644.7% |