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 | $92,214 | $94,529-2.4% | $140,019-34.1% | $64,173+43.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 1.95% | 7.77%-5.8pp | 651.17%-649.2pp | 7.63%-5.7pp |
| Employer contribution / active EE | $5,357 | $3,812+40.5% | $5,605-4.4% | $2,381+125.0% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,167 | $6,741-38.2% | $10,705-61.1% | $4,887-14.7% |