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 | $111,379 | $50,666+119.8% | $76,667+45.3% | $65,186+70.9% |
| Participation rate | 87.6% | 68.8%+18.8pp | 72.1%+15.5pp | 70.2%+17.4pp |
| Annual return | 21.21% | 28.51%-7.3pp | 1166.74%-1145.5pp | 29.39%-8.2pp |
| Employer contribution / active EE | $4,072 | $1,575+158.5% | $2,303+76.8% | $2,177+87.1% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $3,336-100.0% | $3,514-100.0% |
| Admin fee / account holder | $5,091 | $463+999.8% | $6,423-20.7% | $847+500.9% |