Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $158,317 | $150,412+5.3% | $120,574+31.3% | $145,884+8.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.80% | 154.50%-136.7pp | 107.42%-89.6pp | 551.85%-534.0pp |
| Employer contribution / active EE | $8,622 | $4,355+98.0% | $3,471+148.4% | $4,662+84.9% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,908 | $12,224-84.4% | $9,445-79.8% | $13,392-85.7% |