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 | $31,932 | $139,948-77.2% | $121,663-73.8% | $154,746-79.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 15.21% | 230.52%-215.3pp | 147.54%-132.3pp | 172.34%-157.1pp |
| Employer contribution / active EE | $3,868 | $3,521+9.8% | $3,020+28.1% | $4,379-11.7% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $703 | $17,321-95.9% | $14,289-95.1% | $14,365-95.1% |