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 | $126,487 | $94,529+33.8% | $140,019-9.7% | $64,173+97.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 3.50% | 7.77%-4.3pp | 651.17%-647.7pp | 7.63%-4.1pp |
| Employer contribution / active EE | $1,639 | $3,812-57.0% | $5,605-70.8% | $2,381-31.1% |
| Participant deferral / active EE | $1,729 | $5,250-67.1% | $6,927-75.0% | $3,470-50.2% |
| Admin fee / account holder | $15,374 | $6,741+128.1% | $10,705+43.6% | $4,887+214.6% |