Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $82,547 | $82,678-0.2% | $125,391-34.2% | $68,490+20.5% |
| Participation rate | 98.2% | 75.1%+23.1pp | 82.4%+15.8pp | 67.9%+30.3pp |
| Annual return | 48.77% | -5.97%+54.7pp | 572.41%-523.6pp | -7.85%+56.6pp |
| Employer contribution / active EE | $9,254 | $3,382+173.6% | $4,816+92.2% | $2,597+256.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,500 | $6,277-60.2% | $10,009-75.0% | $5,403-53.7% |