Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $22,877 | $166,131-86.2% | $164,975-86.1% | $145,877-84.3% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 13.73% | 100.37%-86.6pp | 70.12%-56.4pp | 551.28%-537.6pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $644 | $6,962-90.7% | $6,033-89.3% | $6,691-90.4% |
| Admin fee / account holder | $5,444 | $16,648-67.3% | $12,688-57.1% | $13,402-59.4% |