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 | $84,663 | $77,157+9.7% | $108,405-21.9% | $85,847-1.4% |
| Participation rate | 98.8% | 74.7%+24.1pp | 80.1%+18.6pp | 69.3%+29.5pp |
| Annual return | 14.30% | 44.55%-30.3pp | 905.55%-891.2pp | 318.61%-304.3pp |
| Employer contribution / active EE | $31,003 | $2,379+1203.0% | $3,559+771.1% | $2,565+1108.5% |
| Participant deferral / active EE | $0 | $5,567-100.0% | $6,563-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,267 | $5,174-56.2% | $7,297-68.9% | $6,261-63.8% |