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 | $102,236 | $95,979+6.5% | $74,551+37.1% | $135,380-24.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 3.41% | 56.97%-53.6pp | 32.53%-29.1pp | 519.81%-516.4pp |
| Employer contribution / active EE | $5,455 | $2,716+100.8% | $1,961+178.2% | $4,779+14.1% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,725 | $6,522-73.6% | $5,059-65.9% | $10,828-84.1% |