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 | $129,309 | $57,330+125.6% | $86,656+49.2% | $75,177+72.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 16.13% | 2675.40%-2659.3pp | 593.09%-577.0pp | 160.75%-144.6pp |
| Employer contribution / active EE | $13,656 | $2,316+489.5% | $3,025+351.4% | $2,671+411.3% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,506 | $4,115+58.1% | $5,619+15.8% | $5,651+15.1% |