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 | $95,834 | $107,941-11.2% | $91,994+4.2% | $152,909-37.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 14.48% | 89.28%-74.8pp | 69.04%-54.6pp | 345.46%-331.0pp |
| Employer contribution / active EE | $14,668 | $4,212+248.3% | $3,453+324.8% | $4,764+207.9% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,662 | $10,521-84.2% | $7,744-78.5% | $11,601-85.7% |