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 | $69,694 | $407,956-82.9% | $299,830-76.8% | $198,609-64.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 78.5%+21.5pp | 82.4%+17.6pp |
| Annual return | 6.65% | 6.66%0pp | 10.58%-3.9pp | 202.70%-196.0pp |
| Employer contribution / active EE | $11,501 | $7,661+50.1% | $5,842+96.9% | $5,055+127.5% |
| Participant deferral / active EE | $0 | $8,628-100.0% | $7,038-100.0% | $6,977-100.0% |
| Admin fee / account holder | $6,771 | $73,031-90.7% | $50,982-86.7% | $19,030-64.4% |