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 | $57,922 | $74,879,922-99.9% | $40,145,923-99.9% | $273,972-78.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | 5.63% | 2.55%+3.1pp | 5.24%+0.4pp | 41.46%-35.8pp |
| Employer contribution / active EE | $16,917 | $2,350+619.9% | $1,844+817.5% | $4,869+247.5% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $2,591-100.0% | $5,287-100.0% |
| Admin fee / account holder | $816 | $3,725-78.1% | $2,903-71.9% | $10,133-91.9% |