Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $47,880 | $150,346-68.2% | $120,524-60.3% | $145,877-67.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 9.01% | 154.40%-145.4pp | 107.36%-98.4pp | 551.28%-542.3pp |
| Employer contribution / active EE | $9,905 | $4,353+127.5% | $3,469+185.5% | $4,663+112.4% |
| Participant deferral / active EE | $441 | $6,172-92.8% | $4,994-91.2% | $6,691-93.4% |
| Admin fee / account holder | $856 | $12,215-93.0% | $9,440-90.9% | $13,402-93.6% |