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 | $80,677 | $150,412-46.4% | $120,574-33.1% | $145,884-44.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.83% | 154.50%-142.7pp | 107.42%-95.6pp | 551.85%-540.0pp |
| Employer contribution / active EE | $2,771 | $4,355-36.4% | $3,471-20.2% | $4,662-40.6% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $703 | $12,224-94.3% | $9,445-92.6% | $13,392-94.8% |