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 | $56,231 | $117,829-52.3% | $102,423-45.1% | $145,877-61.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.45% | 31.83%-18.4pp | 29.42%-16.0pp | 551.28%-537.8pp |
| Employer contribution / active EE | $1,542 | $3,615-57.3% | $3,023-49.0% | $4,663-66.9% |
| Participant deferral / active EE | $610 | $5,732-89.4% | $5,054-87.9% | $6,691-90.9% |
| Admin fee / account holder | $40,348 | $13,335+202.6% | $9,455+326.8% | $13,402+201.1% |