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 | $107,713 | $116,175-7.3% | $93,609+15.1% | $152,870-29.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 16.57% | 35.96%-19.4pp | 32.76%-16.2pp | 345.34%-328.8pp |
| Employer contribution / active EE | $8,099 | $3,218+151.7% | $2,718+197.9% | $4,763+70.0% |
| Participant deferral / active EE | $0 | $4,603-100.0% | $4,069-100.0% | $5,850-100.0% |
| Admin fee / account holder | $803 | $10,748-92.5% | $7,889-89.8% | $11,597-93.1% |