Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $55,441 | $58,241-4.8% | $81,780-32.2% | $80,911-31.5% |
| Participation rate | 97.6% | 63.4%+34.1pp | 72.4%+25.2pp | 67.6%+29.9pp |
| Annual return | 13.33% | 41.73%-28.4pp | 776.27%-762.9pp | 35.63%-22.3pp |
| Employer contribution / active EE | $2,994 | $2,343+27.8% | $2,914+2.8% | $2,756+8.7% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,321-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,572 | $4,973-28.2% | $7,384-51.6% | $6,935-48.5% |