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 | $70,099 | $104,937-33.2% | $84,628-17.2% | $152,897-54.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 19.50% | 373.88%-354.4pp | 258.80%-239.3pp | 345.43%-325.9pp |
| Employer contribution / active EE | $3,062 | $3,303-7.3% | $2,653+15.4% | $4,764-35.7% |
| Participant deferral / active EE | $0 | $4,690-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $327 | $6,243-94.8% | $4,914-93.3% | $11,599-97.2% |