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 | $133,877 | $69,248+93.3% | $64,101+108.9% | $139,466-4.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.87% | 45.95%-33.1pp | 33.72%-20.9pp | 373.66%-360.8pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $799 | $4,682-82.9% | $3,881-79.4% | $6,712-88.1% |
| Admin fee / account holder | $5,465 | $4,247+28.7% | $3,070+78.0% | $11,409-52.1% |