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 | $107,583 | $65,555+64.1% | $86,216+24.8% | $75,173+43.1% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 15.92% | 46.07%-30.1pp | 1169.42%-1153.5pp | 160.72%-144.8pp |
| Employer contribution / active EE | $9,903 | $1,553+537.5% | $2,382+315.8% | $2,671+270.8% |
| Participant deferral / active EE | $476 | $3,023-84.3% | $3,986-88.1% | $4,126-88.5% |
| Admin fee / account holder | $4,959 | $5,469-9.3% | $6,853-27.6% | $5,651-12.2% |