Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $82,475 | $55,902+47.5% | $76,030+8.5% | $80,959+1.9% |
| Participation rate | 96.7% | 62.1%+34.6pp | 69.1%+27.6pp | 67.7%+29.0pp |
| Annual return | 124.70% | 20.59%+104.1pp | 361.54%-236.8pp | 35.67%+89.0pp |
| Employer contribution / active EE | $9,330 | $1,867+399.8% | $2,688+247.2% | $2,757+238.4% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,419 | $5,239-72.9% | $6,421-77.9% | $6,925-79.5% |