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 | $143,634 | $227,597-36.9% | $189,575-24.2% | $167,536-14.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 25.53% | 78.44%-52.9pp | 64.19%-38.7pp | 478.82%-453.3pp |
| Employer contribution / active EE | $3,920 | $5,316-26.3% | $4,412-11.2% | $4,839-19.0% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,385 | $11,877-71.5% | $9,806-65.5% | $12,315-72.5% |