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 | $89,399 | $60,139+48.7% | $90,461-1.2% | $79,856+12.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 15.36% | 71.96%-56.6pp | 1294.76%-1279.4pp | 31.71%-16.4pp |
| Employer contribution / active EE | $445 | $2,069-78.5% | $3,264-86.4% | $2,471-82.0% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,484 | $3,978-12.4% | $5,617-38.0% | $5,306-34.3% |