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 | $194,247 | $103,392+87.9% | $87,104+123.0% | $152,897+27.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 25.08% | 28.10%-3.0pp | 28.19%-3.1pp | 345.43%-320.3pp |
| Employer contribution / active EE | $20,137 | $3,221+525.2% | $2,521+698.6% | $4,764+322.7% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $988 | $12,194-91.9% | $7,491-86.8% | $11,599-91.5% |