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 | $107,769 | $77,419+39.2% | $69,461+55.1% | $152,885-29.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 14.43% | 39.07%-24.6pp | 28.97%-14.5pp | 345.39%-331.0pp |
| Employer contribution / active EE | $2,335 | $3,315-29.6% | $2,779-16.0% | $4,763-51.0% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,024 | $6,207-35.2% | $3,840+4.8% | $11,598-65.3% |