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 | $146,444 | $111,878+30.9% | $93,727+56.2% | $145,897+0.4% |
| Participation rate | 92.3% | 74.2%+18.1pp | 68.7%+23.6pp | 80.3%+12.0pp |
| Annual return | 14.54% | 204.28%-189.7pp | 133.83%-119.3pp | 552.29%-537.8pp |
| Employer contribution / active EE | $7,062 | $3,092+128.4% | $2,421+191.6% | $4,663+51.5% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,010 | $10,256-90.2% | $8,292-87.8% | $13,390-92.5% |