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 | $180,532 | $145,897+23.7% | $102,267+76.5% | $145,897+23.7% |
| Participation rate | 100.0% | 80.3%+19.7pp | 70.2%+29.8pp | 80.3%+19.7pp |
| Annual return | 12.72% | 552.29%-539.6pp | 13.19%-0.5pp | 552.29%-539.6pp |
| Employer contribution / active EE | $24,019 | $4,663+415.1% | $12,549+91.4% | $4,663+415.1% |
| Participant deferral / active EE | $0 | $6,689-100.0% | $1,009-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,643 | $13,390-72.8% | $3,985-8.6% | $13,390-72.8% |