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 | $149,967 | $152,592-1.7% | $125,180+19.8% | $152,885-1.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 10.45% | 54.84%-44.4pp | 43.79%-33.3pp | 345.39%-334.9pp |
| Employer contribution / active EE | $16,667 | $4,947+236.9% | $3,866+331.1% | $4,763+249.9% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,669 | $13,435-50.4% | $9,703-31.3% | $11,598-42.5% |