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 | $148,849 | $103,000+44.5% | $90,300+64.8% | $152,885-2.6% |
| Participation rate | 70.0% | 75.9%-5.9pp | 73.3%-3.3pp | 82.5%-12.5pp |
| Annual return | 17.69% | 95.19%-77.5pp | 78.11%-60.4pp | 345.39%-327.7pp |
| Employer contribution / active EE | $4,000 | $3,138+27.5% | $2,854+40.1% | $4,763-16.0% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $35,995 | $6,173+483.1% | $5,353+572.4% | $11,598+210.3% |