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 | $170,589 | $115,814+47.3% | $101,275+68.4% | $158,982+7.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.28% | 56.16%-38.9pp | 46.48%-29.2pp | 302.99%-285.7pp |
| Employer contribution / active EE | $26,525 | $4,176+535.2% | $3,660+624.7% | $4,763+456.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $339 | $7,249-95.3% | $5,948-94.3% | $11,252-97.0% |