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 | $240,138 | $78,707+205.1% | $117,861+103.7% | $70,126+242.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.73% | 23.30%-6.6pp | 335.11%-318.4pp | 73.15%-56.4pp |
| Employer contribution / active EE | $17,312 | $2,223+678.6% | $3,786+357.2% | $2,343+639.0% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,738 | $5,066+33.0% | $8,021-16.0% | $4,645+45.1% |