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 | $60,180 | $103,008-41.6% | $90,304-33.4% | $152,897-60.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 15.48% | 95.22%-79.7pp | 78.13%-62.7pp | 345.43%-329.9pp |
| Employer contribution / active EE | $6,400 | $3,139+103.9% | $2,855+124.2% | $4,764+34.4% |
| Participant deferral / active EE | $362 | $4,281-91.5% | $3,885-90.7% | $5,851-93.8% |
| Admin fee / account holder | $452 | $6,175-92.7% | $5,354-91.6% | $11,599-96.1% |