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 | $54,369 | $148,582-63.4% | $135,942-60.0% | $139,456-61.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.97% | 79.26%-59.3pp | 68.28%-48.3pp | 373.45%-353.5pp |
| Employer contribution / active EE | $27,997 | $5,245+433.8% | $4,858+476.4% | $4,753+489.1% |
| Participant deferral / active EE | $2,362 | $8,101-70.8% | $7,759-69.6% | $6,711-64.8% |
| Admin fee / account holder | $6,672 | $12,402-46.2% | $10,764-38.0% | $11,407-41.5% |