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 | $48,342 | $95,979-49.6% | $74,551-35.2% | $135,380-64.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 5.66% | 56.97%-51.3pp | 32.53%-26.9pp | 519.81%-514.1pp |
| Employer contribution / active EE | $2,999 | $2,716+10.4% | $1,961+53.0% | $4,779-37.2% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $579 | $6,522-91.1% | $5,059-88.6% | $10,828-94.7% |