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 | $106,164 | $102,385+3.7% | $147,080-27.8% | $80,935+31.2% |
| Participation rate | 92.6% | 75.9%+16.7pp | 82.2%+10.4pp | 67.7%+24.9pp |
| Annual return | 16.33% | 135.09%-118.8pp | 420.17%-403.8pp | 35.66%-19.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,454 | $6,651-78.1% | $8,066-82.0% | $4,299-66.2% |
| Admin fee / account holder | $8,332 | $7,951+4.8% | $12,989-35.9% | $6,924+20.3% |