Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $119,705 | $197,637-39.4% | $177,848-32.7% | $158,982-24.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.51% | 58.77%-36.3pp | 48.33%-25.8pp | 302.99%-280.5pp |
| Employer contribution / active EE | $29,375 | $6,698+338.5% | $5,919+396.3% | $4,763+516.8% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $615 | $15,406-96.0% | $12,431-95.1% | $11,252-94.5% |