Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $166,506 | $85,766+94.1% | $136,298+22.2% | $70,126+137.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.92% | 31.46%-15.5pp | 5156.27%-5140.4pp | 73.15%-57.2pp |
| Employer contribution / active EE | $10,698 | $2,966+260.7% | $4,696+127.8% | $2,343+356.7% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $13,197 | $5,421+143.5% | $9,244+42.8% | $4,645+184.1% |