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 | $169,438 | $77,419+118.9% | $69,461+143.9% | $152,885+10.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 16.98% | 39.07%-22.1pp | 28.97%-12.0pp | 345.39%-328.4pp |
| Employer contribution / active EE | $16,094 | $3,315+385.4% | $2,779+479.0% | $4,763+237.9% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,410 | $6,207-77.3% | $3,840-63.3% | $11,598-87.8% |