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 | $169,080 | $64,706+161.3% | $112,244+50.6% | $68,498+146.8% |
| Participation rate | 100.0% | 67.1%+32.9pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 5.32% | -11.40%+16.7pp | 27.46%-22.1pp | -7.84%+13.2pp |
| Employer contribution / active EE | $12,058 | $2,746+339.1% | $3,635+231.7% | $2,596+364.4% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $15,472 | $5,231+195.8% | $6,411+141.3% | $5,403+186.4% |