Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $56,878 | $106,918-46.8% | $84,021-32.3% | $152,897-62.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 16.52% | 105.01%-88.5pp | 71.32%-54.8pp | 345.43%-328.9pp |
| Employer contribution / active EE | $5,721 | $2,735+109.2% | $1,984+188.4% | $4,764+20.1% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $140,778 | $8,288+1598.6% | $6,102+2207.2% | $11,599+1113.7% |