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 | $105,481 | $97,125+8.6% | $86,233+22.3% | $137,256-23.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.91% | 74.19%-58.3pp | 61.39%-45.5pp | 220.34%-204.4pp |
| Employer contribution / active EE | $17,560 | $2,841+518.0% | $2,504+601.2% | $4,156+322.5% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,790 | $9,725-81.6% | $8,342-78.5% | $12,270-85.4% |