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 | $106,933 | $160,059-33.2% | $140,019-23.6% | $135,379-21.0% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | 2.95% | 911.44%-908.5pp | 651.15%-648.2pp | 519.79%-516.8pp |
| Employer contribution / active EE | $8,333 | $6,420+29.8% | $5,605+48.7% | $4,779+74.4% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $312,259 | $13,328+2242.9% | $10,705+2816.8% | $10,828+2783.8% |