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 | $32,778 | $226,135-85.5% | $182,558-82.0% | $152,909-78.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 9.62% | 192.60%-183.0pp | 148.59%-139.0pp | 345.46%-335.8pp |
| Employer contribution / active EE | $1,240 | $4,979-75.1% | $4,076-69.6% | $4,764-74.0% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,393 | $10,707-59.0% | $8,594-48.9% | $11,601-62.1% |