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 | $161,701 | $100,139+61.5% | $85,187+89.8% | $145,884+10.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.34% | 84.15%-75.8pp | 66.67%-58.3pp | 551.85%-543.5pp |
| Employer contribution / active EE | $7,273 | $3,238+124.6% | $2,732+166.2% | $4,662+56.0% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $16,557 | $7,262+128.0% | $6,162+168.7% | $13,392+23.6% |