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 | $121,503 | $160,028-24.1% | $147,080-17.4% | $145,884-16.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.28% | 98.60%-73.3pp | 420.17%-394.9pp | 551.85%-526.6pp |
| Employer contribution / active EE | $10,914 | $5,286+106.5% | $4,933+121.2% | $4,662+134.1% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $666 | $15,030-95.6% | $12,989-94.9% | $13,392-95.0% |