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 | $229,819 | $105,861+117.1% | $90,756+153.2% | $134,509+70.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -8.37% | -10.99%+2.6pp | -12.16%+3.8pp | 418.13%-426.5pp |
| Employer contribution / active EE | $21,333 | $3,463+516.0% | $2,922+630.2% | $4,741+350.0% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,400-100.0% |
| Admin fee / account holder | $9,437 | $13,938-32.3% | $8,445+11.7% | $11,427-17.4% |