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 | $96,327 | $57,330+68.0% | $86,656+11.2% | $75,177+28.1% |
| Participation rate | 96.0% | 63.2%+32.8pp | 71.7%+24.3pp | 67.2%+28.8pp |
| Annual return | 16.91% | 2675.40%-2658.5pp | 593.09%-576.2pp | 160.75%-143.8pp |
| Employer contribution / active EE | $11,504 | $2,316+396.6% | $3,025+280.2% | $2,671+330.7% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $28,582 | $4,115+594.6% | $5,619+408.7% | $5,651+405.8% |