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 | $42,039 | $124,980-66.4% | $108,359-61.2% | $154,746-72.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 9.00% | 45.00%-36.0pp | 36.89%-27.9pp | 172.34%-163.3pp |
| Employer contribution / active EE | $6,250 | $2,851+119.3% | $2,399+160.5% | $4,379+42.7% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $440 | $11,502-96.2% | $9,741-95.5% | $14,365-96.9% |