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 | $25,398 | $112,131-77.3% | $95,964-73.5% | $158,982-84.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.03% | 171.19%-156.2pp | 91.64%-76.6pp | 302.99%-288.0pp |
| Employer contribution / active EE | $1,456 | $3,199-54.5% | $2,541-42.7% | $4,763-69.4% |
| Participant deferral / active EE | $442 | $4,784-90.8% | $4,167-89.4% | $5,983-92.6% |
| Admin fee / account holder | $681 | $10,136-93.3% | $6,797-90.0% | $11,252-93.9% |