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 | $199,305 | $51,638+286.0% | $68,368+191.5% | $82,448+141.7% |
| Participation rate | 86.8% | 63.6%+23.2pp | 73.8%+13.1pp | 68.1%+18.8pp |
| Annual return | 13.85% | 37.53%-23.7pp | 292.57%-278.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $15,940 | $2,047+678.9% | $2,649+501.8% | $2,551+524.9% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $83,135 | $4,643+1690.4% | $5,150+1514.3% | $7,234+1049.2% |