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 | $186,137 | $103,038+80.6% | $90,324+106.1% | $152,909+21.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 14.67% | 95.25%-80.6pp | 78.15%-63.5pp | 345.46%-330.8pp |
| Employer contribution / active EE | $3,333 | $3,141+6.1% | $2,856+16.7% | $4,764-30.0% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $55,963 | $6,177+806.0% | $5,356+944.9% | $11,601+382.4% |