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 | $79,203 | $106,280-25.5% | $96,538-18.0% | $139,487-43.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.76% | 38.48%-24.7pp | 35.74%-22.0pp | 373.84%-360.1pp |
| Employer contribution / active EE | $3,292 | $4,107-19.9% | $3,740-12.0% | $4,755-30.8% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $21,141 | $7,888+168.0% | $6,737+213.8% | $11,407+85.3% |