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 | $114,933 | $168,636-31.8% | $147,618-22.1% | $125,388-8.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.29% | 77.65%-76.4pp | 61.98%-60.7pp | 282.24%-280.9pp |
| Employer contribution / active EE | $14,513 | $6,252+132.1% | $5,565+160.8% | $4,866+198.2% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,064 | $13,580-92.2% | $11,612-90.8% | $9,541-88.8% |