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 | $106,558 | $176,402-39.6% | $134,162-20.6% | $158,982-33.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 6.17% | 63.66%-57.5pp | 36.35%-30.2pp | 302.99%-296.8pp |
| Employer contribution / active EE | $3,334 | $5,042-33.9% | $3,705-10.0% | $4,763-30.0% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $76,162 | $8,719+773.5% | $6,685+1039.2% | $11,252+576.9% |