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 | $83,253 | $115,810-28.1% | $101,271-17.8% | $158,966-47.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.45% | 56.15%-45.7pp | 46.48%-36.0pp | 302.95%-292.5pp |
| Employer contribution / active EE | $11,111 | $4,175+166.1% | $3,660+203.6% | $4,762+133.3% |
| Participant deferral / active EE | $1,064 | $4,958-78.5% | $4,371-75.7% | $5,983-82.2% |
| Admin fee / account holder | $8,546 | $7,248+17.9% | $5,948+43.7% | $11,250-24.0% |