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 | $32,677 | $118,869-72.5% | $96,575-66.2% | $167,518-80.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.21% | 50.49%-39.3pp | 37.79%-26.6pp | 478.71%-467.5pp |
| Employer contribution / active EE | $10,101 | $3,120+223.7% | $2,357+328.6% | $4,838+108.8% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $306 | $8,067-96.2% | $6,182-95.0% | $12,312-97.5% |