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 | $81,914 | $175,231-53.3% | $149,696-45.3% | $139,466-41.3% |
| Participation rate | 95.2% | 83.4%+11.8pp | 78.8%+16.5pp | 80.3%+14.9pp |
| Annual return | 14.34% | 166.77%-152.4pp | 134.46%-120.1pp | 373.66%-359.3pp |
| Employer contribution / active EE | $9,382 | $5,478+71.3% | $4,821+94.6% | $4,754+97.3% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $7,171 | $16,155-55.6% | $13,212-45.7% | $11,409-37.1% |