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 | $153,899 | $82,674+86.2% | $125,381+22.7% | $68,486+124.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 8.91% | -5.97%+14.9pp | 572.31%-563.4pp | -7.85%+16.8pp |
| Employer contribution / active EE | $22,727 | $3,382+572.0% | $4,815+372.0% | $2,597+775.3% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $14,666 | $6,277+133.6% | $10,007+46.6% | $5,404+171.4% |