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 | $120,863 | $102,429+18.0% | $147,096-17.8% | $80,925+49.4% |
| Participation rate | 77.5% | 75.9%+1.6pp | 82.2%-4.7pp | 67.7%+9.8pp |
| Annual return | 20.44% | 135.02%-114.6pp | 419.75%-399.3pp | 35.65%-15.2pp |
| Employer contribution / active EE | $13,226 | $3,716+256.0% | $4,936+168.0% | $2,756+379.9% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,250 | $7,957-46.6% | $13,005-67.3% | $6,940-38.8% |