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 | $188,217 | $97,732+92.6% | $83,831+124.5% | $135,380+39.0% |
| Participation rate | 93.3% | 80.0%+13.4pp | 76.1%+17.2pp | 82.6%+10.7pp |
| Annual return | -7.18% | 1287.56%-1294.7pp | 850.99%-858.2pp | 519.81%-527.0pp |
| Employer contribution / active EE | $17,545 | $4,222+315.6% | $3,631+383.2% | $4,779+267.1% |
| Participant deferral / active EE | $313 | $4,683-93.3% | $4,082-92.3% | $5,609-94.4% |
| Admin fee / account holder | $7,296 | $6,675+9.3% | $5,479+33.2% | $10,828-32.6% |