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 | $30,075 | $52,353-42.6% | $120,225-75.0% | $82,448-63.5% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 20.07% | 61.85%-41.8pp | 439.23%-419.2pp | 41.64%-21.6pp |
| Employer contribution / active EE | $4,635 | $1,510+207.0% | $3,475+33.4% | $2,551+81.7% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $636 | $4,363-85.4% | $5,696-88.8% | $7,234-91.2% |