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 | $112,223 | $102,382+9.6% | $147,005-23.7% | $80,874+38.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 34.67% | 134.89%-100.2pp | 418.76%-384.1pp | 35.62%-1.0pp |
| Employer contribution / active EE | $10,340 | $3,715+178.3% | $4,934+109.6% | $2,756+275.2% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,408 | $7,942-82.3% | $13,006-89.2% | $6,935-79.7% |