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 | $185,462 | $125,184+48.2% | $105,607+75.6% | $145,884+27.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 31.96% | 225.00%-193.0pp | 116.11%-84.1pp | 551.85%-519.9pp |
| Employer contribution / active EE | $10,612 | $3,720+185.3% | $3,167+235.1% | $4,662+127.6% |
| Participant deferral / active EE | $0 | $5,714-100.0% | $5,011-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,650 | $17,133-72.9% | $10,958-57.6% | $13,392-65.3% |