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 | $98,066 | $105,200-6.8% | $159,474-38.5% | $85,847+14.2% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.8%+13.6pp | 69.3%+27.1pp |
| Annual return | 19.64% | 45.08%-25.4pp | 263.68%-244.0pp | 318.61%-299.0pp |
| Employer contribution / active EE | $10,193 | $3,319+207.1% | $4,831+111.0% | $2,565+297.3% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,754 | $6,934-74.7% | $10,802-83.8% | $6,261-72.0% |