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 | $216,697 | $190,879+13.5% | $160,009+35.4% | $134,532+61.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.45% | 552.63%-571.1pp | 408.85%-427.3pp | 418.27%-436.7pp |
| Employer contribution / active EE | $5,094 | $4,995+2.0% | $4,225+20.6% | $4,741+7.5% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,090 | $10,495-22.9% | $8,715-7.2% | $11,429-29.2% |