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 | $89,864 | $103,392-13.1% | $87,104+3.2% | $152,897-41.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 14.04% | 28.10%-14.1pp | 28.19%-14.2pp | 345.43%-331.4pp |
| Employer contribution / active EE | $765 | $3,221-76.2% | $2,521-69.7% | $4,764-83.9% |
| Participant deferral / active EE | $1,361 | $4,778-71.5% | $4,048-66.4% | $5,851-76.7% |
| Admin fee / account holder | $65,060 | $12,194+433.6% | $7,491+768.5% | $11,599+460.9% |