Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $51,969 | $166,131-68.7% | $164,975-68.5% | $145,877-64.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.99% | 100.37%-89.4pp | 70.12%-59.1pp | 551.28%-540.3pp |
| Employer contribution / active EE | $9,995 | $5,276+89.5% | $4,343+130.2% | $4,663+114.3% |
| Participant deferral / active EE | $433 | $6,962-93.8% | $6,033-92.8% | $6,691-93.5% |
| Admin fee / account holder | $9,002 | $16,648-45.9% | $12,688-29.1% | $13,402-32.8% |