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 | $133,036 | $95,979+38.6% | $74,551+78.5% | $135,380-1.7% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -2.27% | 56.97%-59.2pp | 32.53%-34.8pp | 519.81%-522.1pp |
| Employer contribution / active EE | $11,250 | $2,716+314.2% | $1,961+473.7% | $4,779+135.4% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $579 | $6,522-91.1% | $5,059-88.6% | $10,828-94.7% |