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 | $132,400 | $208,088-36.4% | $186,193-28.9% | $154,746-14.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 21.27% | 89.97%-68.7pp | 78.03%-56.8pp | 172.34%-151.1pp |
| Employer contribution / active EE | $5,455 | $4,340+25.7% | $3,918+39.2% | $4,379+24.6% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $962 | $11,698-91.8% | $11,058-91.3% | $14,365-93.3% |