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 | $114,685 | $109,872+4.4% | $98,483+16.5% | $167,536-31.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.04% | 1959.31%-1945.3pp | 1494.38%-1480.3pp | 478.82%-464.8pp |
| Employer contribution / active EE | $2,000 | $3,225-38.0% | $2,961-32.4% | $4,839-58.7% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,498 | $6,757-77.8% | $5,953-74.8% | $12,315-87.8% |