Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $28,792 | $111,878-74.3% | $93,727-69.3% | $145,897-80.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.15% | 204.28%-196.1pp | 133.83%-125.7pp | 552.29%-544.1pp |
| Employer contribution / active EE | $1,777 | $3,092-42.5% | $2,421-26.6% | $4,663-61.9% |
| Participant deferral / active EE | $482 | $4,920-90.2% | $4,417-89.1% | $6,689-92.8% |
| Admin fee / account holder | $3,554 | $10,256-65.3% | $8,292-57.1% | $13,390-73.5% |