Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $59,517 | $210,343-71.7% | $153,432-61.2% | $145,959-59.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.70% | 13.38%-1.7pp | 15.66%-4.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $18,511 | $6,047+206.1% | $5,038+267.4% | $4,661+297.2% |
| Participant deferral / active EE | $0 | $7,977-100.0% | $6,757-100.0% | $6,689-100.0% |
| Admin fee / account holder | $315 | $19,424-98.4% | $12,725-97.5% | $13,398-97.6% |