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 | $77,907 | $110,379-29.4% | $102,412-23.9% | $145,884-46.6% |
| Participation rate | 95.8% | 77.9%+17.9pp | 74.5%+21.3pp | 80.3%+15.5pp |
| Annual return | 10.61% | 24.84%-14.2pp | 24.94%-14.3pp | 551.85%-541.2pp |
| Employer contribution / active EE | $8,537 | $4,216+102.5% | $3,870+120.6% | $4,662+83.1% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $594 | $9,745-93.9% | $8,388-92.9% | $13,392-95.6% |