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 | $148,812 | $167,536-11.2% | $76,861+93.6% | $167,536-11.2% |
| Participation rate | 88.9% | 82.1%+6.8pp | 94.4%-5.6pp | 82.1%+6.8pp |
| Annual return | 9.80% | 478.82%-469.0pp | 9.80%0pp | 478.82%-469.0pp |
| Employer contribution / active EE | $14,482 | $4,839+199.3% | $8,907+62.6% | $4,839+199.3% |
| Participant deferral / active EE | $0 | $6,342-100.0% | $3,656-100.0% | $6,342-100.0% |
| Admin fee / account holder | $52,106 | $12,315+323.1% | $26,375+97.6% | $12,315+323.1% |