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 | $22,879 | $176,402-87.0% | $134,162-82.9% | $158,966-85.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.52% | 63.66%-49.1pp | 36.35%-21.8pp | 302.95%-288.4pp |
| Employer contribution / active EE | $2,400 | $5,042-52.4% | $3,705-35.2% | $4,762-49.6% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $664 | $8,719-92.4% | $6,685-90.1% | $11,250-94.1% |