Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $245,268 | $162,529+50.9% | $130,788+87.5% | $154,746+58.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.83% | 510.48%-494.6pp | 386.44%-370.6pp | 172.34%-156.5pp |
| Employer contribution / active EE | $24,192 | $4,447+444.0% | $3,558+579.9% | $4,379+452.4% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,730 | $7,669-77.4% | $6,673-74.1% | $14,365-88.0% |