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 | $192,452 | $118,877+61.9% | $96,570+99.3% | $167,536+14.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 24.12% | 50.50%-26.4pp | 37.79%-13.7pp | 478.82%-454.7pp |
| Employer contribution / active EE | $22,857 | $3,121+632.4% | $2,357+869.7% | $4,839+372.3% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $78,411 | $8,069+871.8% | $6,182+1168.3% | $12,315+536.7% |