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 | $235,060 | $152,591+54.0% | $117,529+100.0% | $134,545+74.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -9.61% | 53.04%-62.6pp | 29.77%-39.4pp | 418.37%-428.0pp |
| Employer contribution / active EE | $31,833 | $5,576+470.9% | $4,179+661.7% | $4,742+571.4% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $714 | $7,004-89.8% | $5,645-87.4% | $11,431-93.8% |