Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $102,529 | $75,962+35.0% | $154,108-33.5% | $64,173+59.8% |
| Participation rate | 96.2% | 70.4%+25.7pp | 83.0%+13.1pp | 69.6%+26.6pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.21%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $8,282 | $3,350+147.2% | $5,298+56.3% | $2,381+247.9% |
| Participant deferral / active EE | $257 | $3,175-91.9% | $5,081-94.9% | $3,470-92.6% |
| Admin fee / account holder | $1,527 | $5,589-72.7% | $13,411-88.6% | $4,887-68.8% |