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 | $211,612 | $112,933+87.4% | $90,970+132.6% | $158,982+33.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 8.12% | 215.82%-207.7pp | 134.60%-126.5pp | 302.99%-294.9pp |
| Employer contribution / active EE | $13,720 | $2,893+374.2% | $2,122+546.6% | $4,763+188.1% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,595 | $8,047+6.8% | $5,961+44.2% | $11,252-23.6% |