Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $77,897 | $124,346-37.4% | $111,306-30.0% | $167,553-53.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 23.70% | 37.46%-13.8pp | 54.67%-31.0pp | 478.89%-455.2pp |
| Employer contribution / active EE | $35,163 | $3,438+922.9% | $2,732+1187.1% | $4,840+626.6% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $4,371 | $10,623-58.9% | $7,966-45.1% | $12,316-64.5% |