Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $113,875 | $102,382+11.2% | $147,005-22.5% | $80,874+40.8% |
| Participation rate | 98.3% | 75.8%+22.5pp | 82.2%+16.2pp | 67.6%+30.7pp |
| Annual return | 43.85% | 134.89%-91.0pp | 418.76%-374.9pp | 35.62%+8.2pp |
| Employer contribution / active EE | $1,387 | $3,715-62.7% | $4,934-71.9% | $2,756-49.7% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $322 | $7,942-95.9% | $13,006-97.5% | $6,935-95.4% |