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 | $99,138 | $144,130-31.2% | $117,861-15.9% | $147,586-32.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.86% | 531.20%-518.3pp | 335.11%-322.2pp | 578.59%-565.7pp |
| Employer contribution / active EE | $6,087 | $4,897+24.3% | $3,786+60.8% | $4,876+24.8% |
| Participant deferral / active EE | $1,215 | $5,316-77.2% | $4,482-72.9% | $5,439-77.7% |
| Admin fee / account holder | $7,892 | $10,887-27.5% | $8,021-1.6% | $10,886-27.5% |