Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $74,632 | $127,790-41.6% | $106,555-30.0% | $167,536-55.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 9.17% | 33.88%-24.7pp | 26.80%-17.6pp | 478.82%-469.6pp |
| Employer contribution / active EE | $11,786 | $3,428+243.8% | $2,819+318.0% | $4,839+143.6% |
| Participant deferral / active EE | $1,028 | $5,088-79.8% | $4,399-76.6% | $6,342-83.8% |
| Admin fee / account holder | $821 | $11,229-92.7% | $7,408-88.9% | $12,315-93.3% |