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 | $233,646 | $85,790+172.3% | $67,313+247.1% | $135,379+72.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.53% | -0.54%-2.0pp | -4.08%+1.6pp | 519.79%-522.3pp |
| Employer contribution / active EE | $14,400 | $3,487+312.9% | $2,566+461.3% | $4,779+201.3% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,194 | $6,392+28.2% | $4,507+81.8% | $10,828-24.3% |