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 | $85,277 | $227,399-62.5% | $189,758-55.1% | $198,609-57.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.03% | 61.03%-51.0pp | 52.62%-42.6pp | 202.70%-192.7pp |
| Employer contribution / active EE | $20,382 | $5,526+268.8% | $4,767+327.6% | $5,055+303.2% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $511,262 | $25,162+1931.8% | $20,388+2407.7% | $19,030+2586.6% |