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 | $43,144 | $232,540-81.4% | $185,117-76.7% | $147,586-70.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 8.50% | 43.03%-34.5pp | 40.50%-32.0pp | 578.59%-570.1pp |
| Employer contribution / active EE | $1,988 | $5,195-61.7% | $4,182-52.5% | $4,876-59.2% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $489 | $10,275-95.2% | $8,159-94.0% | $10,886-95.5% |