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 | $137,168 | $45,152+203.8% | $73,836+85.8% | $59,633+130.0% |
| Participation rate | 98.3% | 64.0%+34.3pp | 73.4%+24.9pp | 68.7%+29.7pp |
| Annual return | -1.05% | 27.40%-28.5pp | 2268.06%-2269.1pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $7,070 | $1,901+271.9% | $2,787+153.6% | $2,203+221.0% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $9,395 | $3,515+167.3% | $4,882+92.4% | $4,297+118.6% |