Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $57,032 | $165,361-65.5% | $149,715-61.9% | $158,950-64.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.20% | 348.24%-333.0pp | 276.66%-261.5pp | 302.91%-287.7pp |
| Employer contribution / active EE | $5,000 | $5,103-2.0% | $4,645+7.6% | $4,762+5.0% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $691 | $10,808-93.6% | $9,310-92.6% | $11,248-93.9% |