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 | $70,092 | $175,259-60.0% | $149,723-53.2% | $139,487-49.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.04% | 166.82%-148.8pp | 134.50%-116.5pp | 373.84%-355.8pp |
| Employer contribution / active EE | $2,911 | $5,478-46.9% | $4,821-39.6% | $4,755-38.8% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $855 | $16,158-94.7% | $13,215-93.5% | $11,407-92.5% |