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 | $28,117 | $157,304-82.1% | $141,197-80.1% | $152,909-81.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.29% | 64.34%-39.1pp | 71.41%-46.1pp | 345.46%-320.2pp |
| Employer contribution / active EE | $2,709 | $5,263-48.5% | $4,736-42.8% | $4,764-43.1% |
| Participant deferral / active EE | $1,591 | $7,111-77.6% | $6,710-76.3% | $5,851-72.8% |
| Admin fee / account holder | $779 | $12,126-93.6% | $10,265-92.4% | $11,601-93.3% |