Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,664 | $108,882-90.2% | $96,754-89.0% | $154,746-93.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 15.28% | 98.39%-83.1pp | 82.04%-66.8pp | 172.34%-157.1pp |
| Employer contribution / active EE | $743 | $3,018-75.4% | $2,679-72.3% | $4,379-83.0% |
| Participant deferral / active EE | $918 | $5,323-82.8% | $4,758-80.7% | $6,730-86.4% |
| Admin fee / account holder | $1,765 | $10,200-82.7% | $8,905-80.2% | $14,365-87.7% |