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 | $93,712 | $53,128+76.4% | $86,582+8.2% | $70,126+33.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.12% | 27.66%-13.5pp | 965.08%-951.0pp | 73.15%-59.0pp |
| Employer contribution / active EE | $7,205 | $2,068+248.4% | $2,839+153.8% | $2,343+207.6% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,712 | $3,584-52.2% | $4,904-65.1% | $4,645-63.2% |