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 | $95,157 | $111,814-14.9% | $93,654+1.6% | $145,959-34.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.70% | 203.30%-189.6pp | 133.34%-119.6pp | 561.95%-548.2pp |
| Employer contribution / active EE | $3,377 | $3,092+9.2% | $2,421+39.5% | $4,661-27.5% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $15,049 | $10,246+46.9% | $8,282+81.7% | $13,398+12.3% |