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 | $72,261 | $157,304-54.1% | $141,197-48.8% | $152,909-52.7% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 17.48% | 64.34%-46.9pp | 71.41%-53.9pp | 345.46%-328.0pp |
| Employer contribution / active EE | $12,750 | $5,263+142.3% | $4,736+169.2% | $4,764+167.6% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,561 | $12,126-87.1% | $10,265-84.8% | $11,601-86.5% |