Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $31,457 | $56,197-44.0% | $67,652-53.5% | $59,633-47.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 0.74% | 18508.10%-18507.4pp | 6625.40%-6624.7pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $4,478 | $1,615+177.3% | $2,266+97.7% | $2,203+103.3% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $441 | $3,958-88.9% | $4,821-90.8% | $4,297-89.7% |