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 | $179,942 | $176,402+2.0% | $134,162+34.1% | $158,982+13.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 8.92% | 63.66%-54.7pp | 36.35%-27.4pp | 302.99%-294.1pp |
| Employer contribution / active EE | $30,500 | $5,042+504.9% | $3,705+723.2% | $4,763+540.4% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $645 | $8,719-92.6% | $6,685-90.3% | $11,252-94.3% |