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 | $174,042 | $78,690+121.2% | $161,489+7.8% | $87,485+98.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 14.00% | 32.74%-18.7pp | 89.72%-75.7pp | 26.06%-12.1pp |
| Employer contribution / active EE | $9,742 | $2,588+276.4% | $4,268+128.2% | $2,596+275.2% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,349 | $6,724-65.1% | $16,006-85.3% | $7,775-69.8% |