Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $55,871 | $103,392-46.0% | $87,104-35.9% | $152,897-63.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 16.32% | 28.10%-11.8pp | 28.19%-11.9pp | 345.43%-329.1pp |
| Employer contribution / active EE | $19,559 | $3,221+507.2% | $2,521+675.7% | $4,764+310.6% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,972 | $12,194-67.4% | $7,491-47.0% | $11,599-65.8% |