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 | $90,801 | $96,508-5.9% | $75,901+19.6% | $152,897-40.6% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.3%+18.2pp | 82.5%+5.0pp |
| Annual return | 15.44% | 33.99%-18.6pp | 30.76%-15.3pp | 345.43%-330.0pp |
| Employer contribution / active EE | $20,000 | $3,310+504.2% | $2,501+699.7% | $4,764+319.9% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $638 | $8,081-92.1% | $5,420-88.2% | $11,599-94.5% |