Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $60,705 | $108,911-44.3% | $100,392-39.5% | $145,884-58.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.37% | 58.23%-47.9pp | 49.45%-39.1pp | 551.85%-541.5pp |
| Employer contribution / active EE | $18,534 | $4,420+319.3% | $3,941+370.2% | $4,662+297.5% |
| Participant deferral / active EE | $2,013 | $8,459-76.2% | $8,090-75.1% | $6,690-69.9% |
| Admin fee / account holder | $307 | $9,698-96.8% | $7,904-96.1% | $13,392-97.7% |