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 | $171,344 | $78,668+117.8% | $109,152+57.0% | $85,854+99.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 23.69% | 25.09%-1.4pp | 25.75%-2.1pp | 318.56%-294.9pp |
| Employer contribution / active EE | $10,669 | $2,733+290.3% | $3,722+186.7% | $2,565+315.9% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9,774 | $5,469+78.7% | $6,753+44.7% | $6,260+56.1% |