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 | $28,098 | $228,395-87.7% | $185,861-84.9% | $158,982-82.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 20.61% | 40.82%-20.2pp | 35.96%-15.4pp | 302.99%-282.4pp |
| Employer contribution / active EE | $545 | $4,968-89.0% | $4,088-86.7% | $4,763-88.6% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,778 | $11,869-68.2% | $9,503-60.3% | $11,252-66.4% |